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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
926
Optimum Investment Advisors
Illinois
$331K +$24.9K +300 +9%
BFIC
927
Bedell Frazier Investment Counselling
California
$327K – – –
KCM
928
Kendall Capital Management
Maryland
$325K -$8.32K -100 -3%
SC
929
SouthState Corp
Florida
$322K +$81.9K +985 +37%
IFS
930
Ifrah Financial Services
Arkansas
$321K -$7.82K -94 -3%
ABC
931
Associated Banc-Corp
Wisconsin
$315K +$4.24K +51 +1%
PAS
932
Park Avenue Securities
New York
$314K +$25.9K +312 +10%
BSW
933
Buckingham Strategic Wealth
Missouri
$313K -$32.8K -394 -10%
MSAM
934
Moloney Securities Asset Management
Missouri
$310K -$16.1K -194 -5%
SFSG
935
Stearns Financial Services Group
North Carolina
$309K +$832 +10 +0.3%
PFSC
936
Peoples Financial Services Corp
Pennsylvania
$307K -$12.5K -150 -4%
AW
937
ACG Wealth
Georgia
$307K -$10.5K -126 -3%
ITIM
938
Indiana Trust & Investment Management
Indiana
$306K -$29.5K -355 -9%
FDS
939
Freedom Day Solutions
Texas
$305K +$33.8K +406 +13%
LW
940
Linscomb Wealth
Texas
$304K +$665 +8 +0.2%
AC
941
Abbrea Capital
California
$301K +$23K +277 +9%
CRC
942
Curi RMB Capital
Illinois
$299K – – –
KA
943
KLCM Advisors
Wisconsin
$298K -$368K -4,420 -57%
PA
944
Parallel Advisors
California
$297K -$6.24K -75 -2%
HC
945
Hourglass Capital
Texas
$294K – – –
SFWA
946
Summit Financial Wealth Advisors
Louisiana
$293K +$289K +3,469 New
LNC
947
Lincoln National Corp
Pennsylvania
$290K -$45.1K -542 -14%
WEC
948
Winslow Evans & Crocker
Massachusetts
$290K -$12.5K -150 -4%
LIM
949
Loudon Investment Management
New Hampshire
$287K -$233K -2,800 -46%
LWA
950
Lenox Wealth Advisors
New York
$284K – – –
36 37
38
39 40