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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EV
1051
EJMK Ventures
Illinois
$372K +$350K +3,802 New
FP
1052
Financial Perspectives
Minnesota
$371K +$25.2K +273 +8%
OPF
1053
Old Peak Finance
North Carolina
$370K +$349K +3,782 New
BFIM
1054
Beese Fulmer Investment Management
Ohio
$370K +$48.2K +523 +16%
AWM
1055
Aberdeen Wealth Management
Illinois
$368K – – –
LFS
1056
Lighthouse Financial Services
California
$368K +$347K +3,760 New
MA
1057
Montag & Associates
Georgia
$367K -$52.8K -573 -13%
EHC
1058
Everett Harris & Co
California
$366K +$1.48K +16 +0.4%
AA
1059
Argent Advisors
Louisiana
$365K -$1.25M -13,515 -78%
CA
1060
Crumly & Associates
Illinois
$364K +$343K +3,722 New
EWA
1061
EverSource Wealth Advisors
Alabama
$362K +$139K +1,505 +68%
TPCW
1062
TD Private Client Wealth
New York
$362K +$7.37K +80 +2%
TNA
1063
True North Advisors
Texas
$358K -$74.5K -808 -18%
CFO
1064
Cambient Family Office
Michigan
$357K +$336K +3,651 New
EPW
1065
Elevated Private Wealth
Wisconsin
$355K +$335K +3,631 New
VBFP
1066
Valtinson Bruner Financial Planning
Minnesota
$352K +$8.48K +92 +3%
PTP
1067
Platform Technology Partners
New York
$352K +$2.12K +23 +0.6%
FFA
1068
Founders Financial Alliance
North Carolina
$351K -$171K -1,853 -34%
FNT
1069
First Nebraska Trust
Nebraska
$351K -$1.38K -15 -0.4%
CMP
1070
Coston McIsaac & Partners
Maine
$350K -$31.7K -344 -9%
WWC
1071
Waypoint Wealth Counsel
Georgia
$350K +$330K +3,576 New
EWM
1072
Empirical Wealth Management
Washington
$348K +$69.2K +751 +27%
GWMR
1073
GC Wealth Management RIA
Massachusetts
$348K -$408K -4,430 -55%
LCGC
1074
Legacy Capital Group California
California
$347K +$2.3K +25 +0.7%
BA
1075
Ballew Advisors
Mississippi
$346K – – –
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