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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1026
Chicago Trust
Illinois
$892K -$197K -1,201 -18%
CWS
1027
Confluence Wealth Services
Pennsylvania
$891K +$237K +1,444 +37%
VT
1028
Vise Technologies
New York
$888K +$279K +1,697 +46%
S
1029
SimplyRich
California
$887K – – –
CF
1030
Copperwynd Financial
Arizona
$885K +$76.9K +468 +10%
CT
1031
Columbia Trust
Oregon
$879K +$50.8K +309 +6%
CPA
1032
Court Place Advisors
Maryland
$879K -$8.22K -50 -0.9%
ATC
1033
Adirondack Trust Company
New York
$877K -$3.29K -20 -0.4%
DPIM
1034
Duff & Phelps Investment Management
Illinois
$871K – – –
AWE
1035
Avidian Wealth Enterprises
Texas
$866K +$10.9K +66 +1%
AW
1036
Apricus Wealth
South Carolina
$864K +$29.6K +180 +4%
SF
1037
Symphony Financial
Texas
$863K -$215K -1,307 -20%
PCM
1038
Parsons Capital Management
Rhode Island
$862K -$55.2K -336 -6%
SB
1039
Sunflower Bank
Texas
$859K +$5.92K +36 +0.7%
PPWP
1040
Proquility Private Wealth Partners
Nevada
$854K +$281K +1,709 +50%
GFA
1041
Gallagher Fiduciary Advisors
Illinois
$853K +$847K +5,153 New
FWI
1042
Facet Wealth Inc
Maryland
$850K +$844K +5,134 New
HC
1043
Hendley & Co
Ohio
$850K -$416K -2,529 -33%
CFO
1044
Callan Family Office
Pennsylvania
$850K -$4.6K -28 -0.5%
WA1
1045
Wimmer Associates 1
California
$848K -$60K -365 -6%
SB
1046
Strategic Blueprint
Georgia
$842K -$3.62K -22 -0.4%
RMAM
1047
Raab & Moskowitz Asset Management
New Jersey
$840K -$80.4K -489 -9%
DI
1048
DFPG Investments
Utah
$838K +$123K +750 +17%
AMM
1049
American Money Management
California
$837K +$1.81K +11 +0.2%
MIP
1050
Marietta Investment Partners
Wisconsin
$837K – – –
40 41
42
43 44