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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1026
Calton & Associates
Florida
$519K -$114K -1,013 -19%
FFBTD
1027
First Financial Bank - Trust Division
Ohio
$519K -$31.5K -279 -6%
CIA
1028
Cladis Investment Advisory
Montana
$517K -$56.3K -499 -10%
SFS
1029
Sharp Financial Services
Pennsylvania
$515K +$16.9K +150 +4%
PL
1030
Perpetual Ltd
Australia
$514K +$20.1K +178 +4%
KSB
1031
Kennebec Savings Bank
Maine
$513K +$42.2K +374 +10%
PVI
1032
Pine Valley Investments
New Jersey
$512K -$147K -1,304 -24%
WF
1033
Welch & Forbes
Massachusetts
$511K – – –
SVWAG
1034
Sound View Wealth Advisors Group
Georgia
$508K -$32.4K -287 -6%
TM
1035
Taproot Management
New York
$504K +$469K +4,159 New
LBC
1036
Lowe Brockenbrough & Co
Virginia
$502K -$134K -1,190 -22%
DWM
1037
Diversify Wealth Management
Utah
$502K +$442K +3,924 New
PWPS
1038
Pinnacle Wealth Planning Services
Ohio
$499K -$12.9K -114 -3%
EV
1039
EJMK Ventures
Illinois
$498K +$34.7K +308 +8%
SG
1040
StoneX Group
New York
$498K -$146K -1,296 -24%
PIM
1041
Penobscot Investment Management
Massachusetts
$496K – – –
KA
1042
Kovack Advisors
Florida
$495K -$18.5K -164 -4%
CD
1043
Chapin Davis
Maryland
$491K +$225 +2 +0%
LWA
1044
Lifelong Wealth Advisors
Minnesota
$491K +$2.37K +21 +0.5%
AIM
1045
Alhambra Investment Management
Florida
$490K -$3.72K -33 -0.8%
SP
1046
Symmetry Partners
Connecticut
$490K +$225K +1,993 +97%
TPA
1047
Trivium Point Advisory
Connecticut
$490K -$21.2K -188 -4%
TBT
1048
Texas Bank & Trust
Texas
$490K +$158K +1,404 +53%
CIG
1049
Cullen Investment Group
Louisiana
$489K +$2.82K +25 +0.6%
FSA
1050
Franklin Street Advisors
North Carolina
$488K – – –
40 41
42
43 44