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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1126
Sage Mountain Advisors
Georgia
$657K +$263K +1,766 +72%
AFP
1127
Ausdal Financial Partners
Iowa
$657K +$113K +758 +22%
FI
1128
Fosun International
China
$655K +$626K +4,200 New
LI
1129
LMCG Investments
Massachusetts
$654K +$56.4K +379 +10%
BB
1130
Berkshire Bank
Massachusetts
$651K +$4.77K +32 +0.8%
CMP
1131
Coston McIsaac & Partners
Maine
$651K +$20.9K +140 +3%
BHBT
1132
Burke & Herbert Bank & Trust
Virginia
$649K +$233K +1,564 +60%
FSA
1133
Franklin Street Advisors
North Carolina
$647K -$33.7K -226 -5%
MWM
1134
Meridian Wealth Management
Kentucky
$644K +$622K +4,179 New
CA
1135
Claro Advisors
Massachusetts
$643K +$283K +1,902 +85%
BW
1136
Bison Wealth
Georgia
$642K +$27.9K +187 +5%
PWPS
1137
Pinnacle Wealth Planning Services
Ohio
$641K +$18.5K +124 +3%
GWAM
1138
Guardian Wealth Advisors (Minnesota)
Minnesota
$639K -$29.3K -197 -5%
DTC
1139
Davidson Trust Company
Washington
$638K +$1.19K +8 +0.2%
LF
1140
Lantz Financial
Illinois
$632K -$894 -6 -0.1%
MWM
1141
Mission Wealth Management
California
$631K +$200K +1,340 +50%
RWM
1142
Ritholtz Wealth Management
New York
$630K +$100K +672 +20%
KFA
1143
Kelleher Financial Advisors
New York
$629K -$10.9K -73 -2%
LC
1144
Lindbrook Capital
California
$624K -$14.1K -95 -2%
SLT
1145
St Louis Trust
Missouri
$623K – – –
FNFDCM
1146
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$621K -$99.8K -670 -14%
CIA
1147
Cladis Investment Advisory
Montana
$619K -$21.6K -145 -4%
BAM
1148
Belpointe Asset Management
Nevada
$619K +$71.9K +483 +14%
ACS
1149
Archford Capital Strategies
Illinois
$619K -$15.2K -102 -3%
AWM
1150
Aberdeen Wealth Management
Illinois
$618K – – –
44 45
46
47 48