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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1126
Foundations Investment Advisors
Arizona
$594K -$34.7K -242 -5%
AC
1127
Avestar Capital
New York
$594K -$8.6K -60 -1%
WA
1128
WBH Advisory
Maryland
$592K -$62.9K -439 -9%
SB
1129
Sunflower Bank
Texas
$590K +$20.4K +142 +3%
LWL
1130
Leo Wealth LLC
Texas
$589K +$378K +2,635 +153%
SC
1131
Syon Capital
California
$589K -$343K -2,391 -35%
DWA
1132
Douglass Winthrop Advisors
New York
$586K – – –
CBT
1133
Crews Bank & Trust
Florida
$586K +$621K +4,333 New
FA
1134
Fiduciary Alliance
South Carolina
$585K +$620K +4,325 New
CWP
1135
Core Wealth Partners
California
$581K – – –
RA
1136
RFG Advisory
Alabama
$581K -$65.8K -459 -10%
PWMAG
1137
Pinnacle Wealth Management Advisory Group
New Jersey
$580K -$42K -293 -6%
NRG
1138
Nemes Rush Group
Michigan
$579K -$58.2K -406 -9%
BBNA
1139
Bremer Bank National Association
Minnesota
$577K -$2.72K -19 -0.4%
KSB
1140
Kennebec Savings Bank
Maine
$576K -$31.2K -218 -5%
BB
1141
Berkshire Bank
Massachusetts
$574K +$9.89K +69 +2%
SRA
1142
Secured Retirement Advisors
Minnesota
$572K – – –
KA
1143
Keene & Associates
Texas
$571K +$41.6K +290 +7%
FFA
1144
First Foundation Advisors
California
$568K -$65.6K -458 -10%
CMP
1145
Coston McIsaac & Partners
Maine
$567K +$2.29K +16 +0.4%
SWM
1146
Spire Wealth Management
Virginia
$564K -$1.4M -9,751 -70%
CPWA
1147
Cerro Pacific Wealth Advisors
California
$564K -$3.01K -21 -0.6%
MMPW
1148
Mitchell McLeod Pugh & Williams
Alabama
$563K -$142K -990 -19%
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$563K – – –
FSA
1150
Franklin Street Advisors
North Carolina
$561K – – –
44 45
46
47 48