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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
WBH Advisory
Maryland
$834K -$24.6K -337 -3%
IIM
752
Ipswich Investment Management
Massachusetts
$834K +$176K +2,405 +30%
KRSITF
753
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$833K +$3.87K +53 +0.5%
RIA
754
Realta Investment Advisors
Delaware
$833K +$759K +10,384 New
AI
755
ArchPoint Investors
Florida
$823K -$3.65K -50 -0.5%
CCM
756
Carlson Capital Management
Minnesota
$823K +$40.8K +558 +6%
MC
757
Moors & Cabot
Massachusetts
$813K +$38.4K +526 +5%
SFG
758
SNS Financial Group
Minnesota
$810K +$25.1K +344 +4%
SNBOSD
759
Security National Bank of So Dak
Iowa
$810K +$118K +1,610 +19%
SFS
760
Sowell Financial Services
Arkansas
$809K -$16.4K -224 -2%
AWM
761
Altium Wealth Management
New York
$809K +$47.9K +656 +7%
NB
762
Northwest Bancshares
Pennsylvania
$806K +$734K +10,041 New
PCM
763
Prelude Capital Management
New York
$805K +$733K +10,031 New
SFFS
764
Stonehage Fleming Financial Services
Jersey
$803K +$615K +8,410 +529%
SC
765
Shellback Capital
Massachusetts
$803K +$731K +10,000 New
VCAM
766
Van Cleef Asset Management
Ohio
$797K -$2.19K -30 -0.3%
KWM
767
Kingsview Wealth Management
Oregon
$797K +$170K +2,323 +31%
IRF
768
IBM Retirement Fund
New York
$796K – – –
RCM
769
Radnor Capital Management
Pennsylvania
$791K +$25.6K +350 +4%
GWCM
770
Godshalk Welsh Capital Management
Pennsylvania
$791K +$720K +9,850 New
PGFC
771
Peapack-Gladstone Financial Corp
New Jersey
$781K -$3.87K -53 -0.5%
BAM
772
Belpointe Asset Management
Nevada
$774K +$704K +9,637 New
TBNY
773
Trustco Bank (New York)
New York
$773K +$7.31K +100 +1%
SP
774
Symmetry Partners
Connecticut
$769K – – –
TYCC
775
Texas Yale Capital Corp
Florida
$768K +$350K +4,785 +100%
29 30
31
32 33