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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1001
Impact Partnership Wealth
Georgia
$496K -$69.9K -728 -13%
BWP
1002
BlueStem Wealth Partners
Minnesota
$495K +$6.15K +64 +1%
BTI
1003
Blue Trust Inc
Georgia
$494K -$12.2K -127 -2%
SACTSONJ
1004
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$493K – – –
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$491K -$15.6K -162 -3%
QI
1006
Qtron Investments
Massachusetts
$490K – – –
LWA
1007
Lifelong Wealth Advisors
Minnesota
$486K +$14.6K +152 +3%
NA
1008
Nautilus Advisors
California
$486K +$3.07K +32 +0.7%
SWP
1009
Sagespring Wealth Partners
Tennessee
$486K +$35.7K +372 +8%
SXL
1010
Summit X LLC
Missouri
$486K +$26.8K +279 +6%
MP
1011
McDonald Partners
Ohio
$485K -$379K -3,948 -45%
SCA
1012
Strathmore Capital Advisors
North Carolina
$485K +$455K +4,739 New
TC
1013
TownSquare Capital
Utah
$485K -$590K -6,143 -56%
JA
1014
JLB & Associates
Michigan
$484K -$550K -5,728 -54%
PCM
1015
Perkins Capital Management
Minnesota
$483K -$48K -500 -9%
EFS
1016
Essex Financial Services
Connecticut
$482K -$39.2K -408 -8%
CVM
1017
Cheviot Value Management
California
$480K – – –
CAS
1018
CTC Alternative Strategies
Illinois
$480K +$467K +4,865 New
BBA
1019
BLB&B Advisors
Pennsylvania
$477K -$191K -1,989 -29%
KWM
1020
Keebeck Wealth Management
Illinois
$475K +$17.9K +186 +4%
FFBTD
1021
First Financial Bank - Trust Division
Ohio
$475K -$137K -1,427 -23%
SC
1022
SummitTX Capital
Texas
$474K -$30.3K -315 -6%
AHL
1023
Abel Hall LLC
Louisiana
$473K +$461K +4,796 New
CBB
1024
Citizens Business Bank
California
$470K -$8.07K -84 -2%
FCT
1025
First Community Trust
Iowa
$469K – – –
39 40
41
42 43