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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
926
Tower Bridge Advisors
Pennsylvania
$733K -$229K -1,800 -21%
FMAEN1
927
Fund Management at Engine No 1
California
$730K +$75.5K +595 +10%
NRG
928
Nemes Rush Group
Michigan
$724K -$7.74M -60,934 -90%
CHAM
929
Clear Harbor Asset Management
Connecticut
$720K -$135K -1,060 -14%
SFP
930
Shepherd Financial Partners
Massachusetts
$717K +$28.6K +225 +4%
ERIM
931
Eagle Ridge Investment Management
Connecticut
$715K – – –
SSI
932
Scott & Selber Inc
Texas
$715K -$8.76K -69 -1%
EWS
933
Evergreen Wealth Solutions
Pennsylvania
$714K -$3.94K -31 -0.5%
EBWM
934
Eagle Bluffs Wealth Management
Missouri
$713K +$112K +882 +16%
WP
935
WealthSource Partners
California
$712K -$49.6K -391 -6%
CW
936
CIC Wealth
Maryland
$710K -$32.1K -253 -4%
PL
937
Perpetual Ltd
Australia
$709K +$15.9K +125 +2%
VA
938
Valmark Advisers
Ohio
$706K -$935K -7,364 -54%
CL
939
Choreo LLC
Illinois
$701K +$31.2K +246 +4%
FA
940
FDx Advisors
Illinois
$701K -$557K -4,387 -41%
CCM
941
Compass Capital Management
Minnesota
$700K +$127 +1 +0%
LC
942
Lindbrook Capital
California
$700K -$363K -2,860 -31%
CPIG
943
Chicago Partners Investment Group
Illinois
$700K +$11.2K +88 +1%
WCM
944
Washington Capital Management
Washington
$694K -$23.5K -185 -3%
CNBTD
945
Citizens National Bank Trust Department
Mississippi
$694K +$2.92K +23 +0.4%
FPF
946
First Pacific Financial
Washington
$693K -$23.2K -183 -3%
ICG
947
InterOcean Capital Group
Tennessee
$693K +$17K +134 +2%
PI
948
PFG Investments
New York
$690K +$71.6K +564 +10%
MSFS
949
Main Street Financial Solutions
Pennsylvania
$689K +$52.1K +410 +7%
GIM
950
Guardian Investment Management
California
$686K +$12.7K +100 +2%
36 37
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