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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
926
Compass Capital Management
Minnesota
$486K +$197 +2 +0%
TBNY
927
Trustco Bank (New York)
New York
$485K -$9.85K -100 -2%
KPPF
928
Klein Pavlis & Peasley Financial
California
$485K +$532K +5,405 New
FIA
929
Foundations Investment Advisors
Arizona
$482K +$211K +2,144 +66%
SG
930
StoneX Group
New York
$481K -$1.33M -13,459 -72%
CF
931
Centaurus Financial
California
$481K -$19.1K -194 -3%
MWM
932
Modern Wealth Management
Kansas
$480K +$18.5K +188 +4%
HFM
933
Hartford Financial Management
Connecticut
$479K -$755K -7,670 -59%
SF
934
Summit Financial
New Jersey
$477K -$348K -3,539 -40%
CNBT
935
Canandaigua National Bank & Trust
New York
$475K -$65.3K -663 -11%
IPW
936
Impact Partnership Wealth
Georgia
$475K +$26.4K +268 +5%
CGH
937
CMG Global Holdings
Texas
$474K -$27.1K -275 -5%
JWM
938
Jeppson Wealth Management
California
$470K +$96.4K +979 +23%
PWPS
939
Pinnacle Wealth Planning Services
Ohio
$470K +$207K +2,100 +67%
MMA
940
Miracle Mile Advisors
California
$469K -$4.83K -49 -0.9%
HKIM
941
Hayek Kallen Investment Management
Alabama
$469K -$650K -6,606 -56%
CIA
942
Cladis Investment Advisory
Montana
$467K +$3.45K +35 +0.7%
TCOT
943
Trust Company of Toledo
Ohio
$466K -$17.2K -175 -3%
RI
944
Rinkey Investments
California
$466K +$512K +5,195 New
FWM
945
Forza Wealth Management
Florida
$466K +$9.26K +94 +2%
IIM
946
Ipswich Investment Management
Massachusetts
$465K -$360K -3,657 -41%
AHL
947
Abel Hall LLC
Louisiana
$463K +$35.6K +362 +8%
BCM
948
Brookstone Capital Management
Illinois
$462K +$5.22K +53 +1%
PA
949
Procyon Advisors
Connecticut
$461K -$24.3K -247 -5%
WCM
950
Winebrenner Capital Management
Kentucky
$461K – – –
36 37
38
39 40