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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1076
EFG Asset Management
Oregon
$1.23M -$402K -1,859 -24%
WA1
1077
Wimmer Associates 1
California
$1.23M -$21.2K -98 -2%
PCM
1078
Parsons Capital Management
Rhode Island
$1.23M -$16.2K -75 -1%
BWM
1079
Buckley Wealth Management
Nevada
$1.23M +$125K +579 +11%
CPO
1080
Cerity Partners OCIO
New York
$1.22M +$252K +1,165 +25%
DW
1081
Domani Wealth
Pennsylvania
$1.22M – – –
CPA
1082
Court Place Advisors
Maryland
$1.21M – – –
EWS
1083
Evergreen Wealth Solutions
Pennsylvania
$1.21M +$20.3K +94 +2%
PWM
1084
Peterson Wealth Management
Nevada
$1.2M -$668K -3,086 -35%
EFS
1085
Essex Financial Services
Connecticut
$1.2M -$8.44K -39 -0.7%
VWM
1086
Venturi Wealth Management
Texas
$1.2M +$159K +734 +15%
BHWM
1087
Bar Harbor Wealth Management
New Hampshire
$1.19M +$253K +1,169 +26%
BAM
1088
Berkshire Asset Management
Pennsylvania
$1.19M +$25.5K +118 +2%
CT
1089
Chicago Trust
Illinois
$1.19M +$376K +1,736 +45%
AWE
1090
Avidian Wealth Enterprises
Texas
$1.18M +$13.2K +61 +1%
HI
1091
HBK Investments
Texas
$1.18M +$1.2M +5,545 New
KFP
1092
KMG Fiduciary Partners
Ohio
$1.18M +$20.6K +95 +2%
IIM
1093
InTrack Investment Management
Vermont
$1.17M -$121K -558 -9%
BFA
1094
Bragg Financial Advisors
North Carolina
$1.17M +$96.1K +444 +9%
LC
1095
Lindbrook Capital
California
$1.16M +$85.2K +394 +8%
RMCM
1096
Reynders McVeigh Capital Management
Massachusetts
$1.16M -$13.2K -61 -1%
AIM
1097
Acropolis Investment Management
Missouri
$1.16M +$143K +662 +14%
WA
1098
Winfield Associates
Ohio
$1.15M -$62.3K -288 -5%
MP
1099
McDonald Partners
Ohio
$1.15M +$1.16M +5,375 +16,797%
BTWM
1100
Baker Tilly Wealth Management
Wisconsin
$1.15M -$106K -491 -8%
42 43
44
45 46