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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1001
Malaga Cove Capital
California
$407K +$447K +4,536 New
WMA
1002
Wealth Management Associates
New Jersey
$406K +$123K +1,245 +38%
GFA
1003
Gallagher Fiduciary Advisors
Illinois
$405K -$347K -3,521 -44%
MSFS
1004
Main Street Financial Solutions
Pennsylvania
$405K +$43.4K +441 +11%
AUB
1005
Atlantic Union Bankshares
Virginia
$404K +$315K +3,201 +246%
GAM
1006
Groupama Asset Management
France
$404K +$443K +4,502 New
VCP
1007
Verus Capital Partners
Arizona
$403K -$101K -1,027 -19%
FCP
1008
Fidelis Capital Partners
Florida
$403K -$29.2K -297 -6%
CW
1009
CreativeOne Wealth
Kansas
$403K -$323K -3,282 -42%
CVM
1010
Cheviot Value Management
California
$401K -$41.8K -425 -9%
TNA
1011
True North Advisors
Texas
$401K +$80.4K +817 +22%
FSA
1012
Franklin Street Advisors
North Carolina
$400K -$10.7K -109 -2%
GWAM
1013
Guardian Wealth Advisors (Minnesota)
Minnesota
$399K +$32.6K +331 +8%
TPA
1014
Trivium Point Advisory
Connecticut
$398K +$225K +2,282 +106%
C
1015
Certuity
Florida
$397K +$37.6K +382 +9%
PIM
1016
Penobscot Investment Management
Massachusetts
$396K – – –
BBA
1017
BLB&B Advisors
Pennsylvania
$395K -$42.3K -430 -9%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$395K -$28.9K -293 -6%
SAA
1019
Southeast Asset Advisors
Georgia
$394K +$433K +4,395 New
CI
1020
Cigna Investments
Connecticut
$394K -$7.68K -78 -2%
GD
1021
Grandfield & Dodd
New York
$389K – – –
FHC
1022
First Horizon Corporation
Tennessee
$389K +$427K +4,333 New
MA
1023
Montag & Associates
Georgia
$388K -$343K -3,479 -45%
FFM
1024
Forum Financial Management
Illinois
$386K +$22K +223 +5%
CWP
1025
Core Wealth Partners
California
$386K – – –
39 40
41
42 43