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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
826
Legacy Private Trust
Wisconsin
$887K -$77.5K -687 -9%
BTW
827
Boston Trust Walden
Massachusetts
$882K – – –
JC
828
Jacobs & Co
California
$875K -$33.8K -300 -4%
CL
829
COWA LLC
Oklahoma
$865K +$133K +1,182 +20%
EM
830
Excalibur Management
Massachusetts
$858K -$18.7K -166 -2%
CWS
831
Confluence Wealth Services
Pennsylvania
$858K +$28.1K +249 +4%
WCM
832
Windsor Capital Management
Arizona
$858K -$13.6K -121 -2%
TWP
833
Tempus Wealth Planning
California
$853K -$79.2K -702 -9%
BAM
834
BOCHK Asset Management
Hong Kong
$848K +$789K +7,000 New
CIS
835
Capital International Sarl
California
$847K +$269K +2,382 +52%
AFG
836
ABLE Financial Group
Arizona
$844K -$35.4K -314 -4%
FMI
837
Frec Markets Inc
California
$843K +$493K +4,369 +169%
BCFS
838
Butensky & Cohen Financial Security
Florida
$841K -$933K -8,275 -54%
S
839
SignatureFD
Georgia
$838K +$138K +1,228 +22%
MWM
840
Manske Wealth Management
Texas
$823K +$149K +1,323 +24%
CCG
841
Ceeto Capital Group
Florida
$823K -$93.1K -826 -11%
RP
842
Rowlandmiller & Partners
Georgia
$820K -$12.6K -112 -2%
DIP
843
Davis Investment Partners
North Carolina
$818K +$14.3K +127 +2%
YP
844
YANKCOM Partnership
South Dakota
$818K -$20.2K -179 -3%
FPF
845
First Pacific Financial
Washington
$815K +$26.8K +238 +4%
WAOTB
846
Wealth Advisors of Tampa Bay
Florida
$812K +$210K +1,865 +39%
UCB
847
United Community Bank
South Carolina
$811K +$140K +1,238 +23%
CIAS
848
CFS Investment Advisory Services
New Jersey
$802K -$62.6K -555 -8%
WWM
849
Western Wealth Management
Colorado
$799K +$437K +3,872 +142%
LIM
850
Leavell Investment Management
Alabama
$791K +$155K +1,379 +27%
32 33
34
35 36