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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1151
Sweet Financial Partners
Minnesota
$673K +$148K +927 +26%
MP
1152
McDonald Partners
Ohio
$670K -$264K -1,650 -27%
EBWM
1153
Eagle Bluffs Wealth Management
Missouri
$669K +$118K +738 +20%
RP
1154
Rowlandmiller & Partners
Georgia
$667K – – –
GAA
1155
Global Assets Advisory
Florida
$665K -$517K -3,231 -44%
IFWM
1156
Institute for Wealth Management
Colorado
$665K – – –
FMAEN1
1157
Fund Management at Engine No 1
California
$662K -$33.8K -211 -5%
XSC
1158
X-Square Capital
Puerto Rico
$657K +$2.4K +15 +0.3%
SGCA
1159
Steel Grove Capital Advisors
Tennessee
$657K +$54.6K +341 +8%
MA
1160
MKT Advisors
California
$656K -$313K -1,956 -31%
SVWAG
1161
Sound View Wealth Advisors Group
Georgia
$655K -$1.92K -12 -0.3%
BCM
1162
Buckhead Capital Management
Georgia
$655K +$24K +150 +4%
WTB
1163
Washington Trust Bank
Washington
$651K +$1.76K +11 +0.3%
MSAM
1164
Moloney Securities Asset Management
Missouri
$650K +$54.1K +338 +8%
BTWM
1165
Baker Tilly Wealth Management
Wisconsin
$649K -$161K -1,006 -19%
NFP
1166
Narus Financial Partners
Utah
$647K -$40K -250 -5%
NFG
1167
Norris Financial Group
South Carolina
$646K -$5.44K -34 -0.8%
PTP
1168
Platform Technology Partners
New York
$642K +$4.96K +31 +0.7%
NAMP
1169
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$642K +$44K +275 +7%
FNT
1170
First Nebraska Trust
Nebraska
$642K – – –
CAM
1171
Campion Asset Management
Virginia
$641K – – –
SFI
1172
Siemens Fonds Invest
Germany
$639K -$70.6K -441 -9%
IFG
1173
Independent Financial Group
California
$638K +$23.2K +145 +3%
SWM
1174
Spire Wealth Management
Virginia
$638K -$529K -3,306 -43%
LOPW
1175
Live Oak Private Wealth
North Carolina
$638K +$66.3K +414 +11%
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