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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2076
Key Client Fiduciary Advisors
New Jersey
– -$239K -1,349 Closed
FMN
2077
Financial Management Network
California
– -$232K -1,345 Closed
PCA
2078
Prosperity Capital Advisors
Ohio
– -$238K -1,343 Closed
FFO
2079
Fiduciary Family Office
Florida
– -$237K -1,337 Closed
FDDB
2080
Fidelity D&D Bancorp
Pennsylvania
– -$236K -1,334 Closed
OWA
2081
One Wealth Advisors
California
– -$236K -1,331 Closed
HCM
2082
Highview Capital Management
Illinois
– -$236K -1,329 Closed
LFP
2083
Lakeshore Financial Planning
Michigan
– -$236K -1,329 Closed
WFI
2084
West Family Investments
California
– -$235K -1,325 Closed
GPA
2085
Garrison Point Advisors
California
– -$234K -1,322 Closed
MHIC
2086
Marble Harbor Investment Counsel
Massachusetts
– -$234K -1,320 Closed
MIM
2087
Morningstar Investment Management
Illinois
– -$234K -1,319 Closed
CCM
2088
Crew Capital Management
Ohio
– -$234K -1,318 Closed
HVP
2089
Hudson Value Partners
Florida
– -$232K -1,309 Closed
TAM
2090
Titleist Asset Management
Texas
– -$231K -1,302 Closed
QFA
2091
Quantum Financial Advisors
California
– -$230K -1,300 Closed
CCM
2092
Canal Capital Management
Virginia
– -$230K -1,298 Closed
FM
2093
Family Management
New York
– -$229K -1,294 Closed
CPC
2094
Consolidated Planning Corp
Georgia
– -$228K -1,289 Closed
TWM
2095
TriaGen Wealth Management
California
– -$225K -1,272 Closed
OPWM
2096
Oxinas Partners Wealth Management
Indiana
– -$225K -1,269 Closed
AWA
2097
Acorn Wealth Advisors
Michigan
– -$224K -1,263 Closed
QAM
2098
Q3 Asset Management
Michigan
– -$222K -1,262 Closed
RFA
2099
ROI Financial Advisors
Oregon
– -$223K -1,257 Closed
FCM
2100
Firestone Capital Management
Florida
– -$223K -1,256 Closed
82 83
84
85 86