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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1051
FourThought Financial
Florida
$835K -$9.97K -52 -0.9%
WA1
1052
Wimmer Associates 1
California
$829K +$15.5K +81 +1%
RA
1053
RFG Advisory
Alabama
$826K -$26.3K -137 -3%
BP
1054
Ballentine Partners
Massachusetts
$825K -$141K -736 -11%
OFG
1055
Oxford Financial Group
Indiana
$821K -$15.7K -82 -1%
OPS
1056
Orion Portfolio Solutions
Nebraska
$819K -$220K -1,150 -17%
MMPW
1057
Mitchell McLeod Pugh & Williams
Alabama
$818K +$92K +480 +9%
CA
1058
CGN Advisors
Kansas
$817K +$1.11M +5,783 New
EWS
1059
Evergreen Wealth Solutions
Pennsylvania
$814K +$16.7K +87 +2%
DW
1060
Domani Wealth
Pennsylvania
$811K – – –
WT
1061
Washington Trust
Rhode Island
$809K -$17.6K -92 -2%
CPA
1062
Court Place Advisors
Maryland
$807K – – –
CPIG
1063
Chicago Partners Investment Group
Illinois
$807K +$98K +511 +12%
M
1064
Mirova
France
$806K -$498K -2,595 -31%
MIP
1065
Marietta Investment Partners
Wisconsin
$805K -$185K -967 -14%
WA
1066
Waverly Advisors
Alabama
$805K +$840K +4,379 +331%
PCM
1067
Poehling Capital Management
Wisconsin
$801K +$818K +4,266 +304%
EFS
1068
Essex Financial Services
Connecticut
$799K +$5.18K +27 +0.5%
BAM
1069
Berkshire Asset Management
Pennsylvania
$798K +$6.52K +34 +0.6%
CIAS
1070
Capital Investment Advisory Services
North Carolina
$797K +$242K +1,262 +29%
LWM
1071
Laidlaw Wealth Management
New York
$791K -$60.8K -317 -5%
BL
1072
Balentine LLC
Georgia
$787K -$998K -5,203 -48%
LA
1073
Lifeworks Advisors
Michigan
$787K +$534K +2,786 +100%
BFG
1074
Berger Financial Group
Minnesota
$786K -$3.85M -20,092 -78%
CT
1075
Columbia Trust
Oregon
$786K +$13.6K +71 +1%
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43
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