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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1076
Aberdeen Wealth Management
Illinois
$491K – – –
VBFP
1077
Valtinson Bruner Financial Planning
Minnesota
$488K -$635 -5 -0.1%
4A
1078
4Wealth Advisors
Illinois
$487K +$221K +1,737 +91%
SIA
1079
Serenity Investment Advisors
Illinois
$487K – – –
FNA
1080
First National Advisers
Nebraska
$486K -$129K -1,013 -21%
MBTD
1081
Mechanics Bank - Trust Department
California
$482K -$162K -1,276 -26%
SP
1082
Stablepoint Partners
Massachusetts
$482K – – –
LIM
1083
Leavell Investment Management
Alabama
$481K -$361K -2,841 -44%
FFA
1084
Founders Financial Alliance
North Carolina
$480K -$39.5K -311 -8%
AFGAS
1085
Allegiance Financial Group Advisory Services
Virginia
$479K +$31.1K +245 +7%
BEI
1086
Benjamin Edwards Inc
Missouri
$478K +$20.7K +163 +5%
CD
1087
Chapin Davis
Maryland
$478K -$49.8K -392 -10%
WIA
1088
World Investment Advisors
California
$478K -$708K -5,573 -59%
BFM
1089
Boothbay Fund Management
New York
$476K +$179K +1,408 +63%
BHBT
1090
Burke & Herbert Bank & Trust
Virginia
$475K -$254 -2 -0.1%
PFA
1091
Pure Financial Advisors
California
$475K +$118K +932 +34%
HAG
1092
HighPoint Advisor Group
Illinois
$475K -$15.5K -122 -3%
OL
1093
Odyssean LLC
Connecticut
$474K +$57.9K +456 +14%
MWM
1094
Marietta Wealth Management
Georgia
$472K -$16.5K -130 -3%
EHC
1095
Everett Harris & Co
California
$472K – – –
SA
1096
Sovran Advisors
California
$471K -$104K -817 -20%
FNT
1097
First Nebraska Trust
Nebraska
$469K – – –
TNA
1098
True North Advisors
Texas
$468K -$127 -1 -0%
CT
1099
Chicago Trust
Illinois
$468K +$71.8K +565 +19%
PL
1100
Plancorp LLC
Missouri
$467K +$148K +1,164 +51%
42 43
44
45 46