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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1076
Financial Perspectives
Minnesota
$503K – – –
MFG
1077
Menard Financial Group
Texas
$502K +$488K +3,840 New
VA
1078
Vident Advisory
Georgia
$501K -$1.12M -8,833 -70%
EPW
1079
Elevated Private Wealth
Wisconsin
$499K +$486K +3,824 New
AWE
1080
Avidian Wealth Enterprises
Texas
$494K +$34.7K +273 +8%
CWA
1081
Crusonia Wealth Advisors
Colorado
$493K +$28.8K +227 +6%
HFS
1082
Hantz Financial Services
Michigan
$493K +$13.3K +105 +3%
MCWA
1083
Meadow Creek Wealth Advisors
Georgia
$492K +$9.4K +74 +2%
AWM
1084
Aberdeen Wealth Management
Illinois
$491K – – –
VBFP
1085
Valtinson Bruner Financial Planning
Minnesota
$488K -$635 -5 -0.1%
4A
1086
4Wealth Advisors
Illinois
$487K +$221K +1,737 +91%
SIA
1087
Serenity Investment Advisors
Illinois
$487K – – –
FNA
1088
First National Advisers
Nebraska
$486K -$129K -1,013 -21%
MBTD
1089
Mechanics Bank - Trust Department
California
$482K -$162K -1,276 -26%
SP
1090
Stablepoint Partners
Massachusetts
$482K – – –
LIM
1091
Leavell Investment Management
Alabama
$481K -$361K -2,841 -44%
FFA
1092
Founders Financial Alliance
North Carolina
$480K -$39.5K -311 -8%
AFGAS
1093
Allegiance Financial Group Advisory Services
Virginia
$479K +$31.1K +245 +7%
BEI
1094
Benjamin Edwards Inc
Missouri
$478K +$20.7K +163 +5%
CD
1095
Chapin Davis
Maryland
$478K -$49.8K -392 -10%
WIA
1096
World Investment Advisors
California
$478K -$708K -5,573 -59%
BFM
1097
Boothbay Fund Management
New York
$476K +$179K +1,408 +63%
BHBT
1098
Burke & Herbert Bank & Trust
Virginia
$475K -$254 -2 -0.1%
PFA
1099
Pure Financial Advisors
California
$475K +$118K +932 +34%
HAG
1100
HighPoint Advisor Group
Illinois
$475K -$15.5K -122 -3%
42 43
44
45 46