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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1226
Security Asset Management
New York
$554K +$38.6K +246 +7%
OCBCO
1227
Oversea-Chinese Banking Corp (OCBC)
Singapore
$553K +$582K +3,711 New
LF
1228
Lantz Financial
Illinois
$552K +$45.5K +290 +8%
SC
1229
SouthState Corp
Florida
$552K +$628 +4 +0.1%
MAM
1230
Mystic Asset Management
Rhode Island
$552K +$81K +516 +16%
SFI
1231
Siemens Fonds Invest
Germany
$551K -$94.6K -603 -14%
ANTB
1232
AMG National Trust Bank
Colorado
$551K -$59K -376 -9%
EFSCE
1233
Enterprise Financial Services Corp (EFSC)
Missouri
$550K -$12.9K -82 -2%
EWA
1234
Exencial Wealth Advisors
Oklahoma
$549K +$156K +997 +37%
TCOO
1235
Trust Company of Oklahoma
Oklahoma
$548K -$6.28K -40 -1%
FWCM
1236
Ferguson Wellman Capital Management
Oregon
$547K +$126K +805 +28%
VT
1237
Vise Technologies
New York
$547K +$28.7K +183 +5%
BL
1238
BFSG LLC
California
$546K -$51.8K -330 -8%
APG
1239
Abacus Planning Group
South Carolina
$546K -$25.9K -165 -4%
FNBSF
1240
First National Bank Sioux Falls
South Dakota
$546K – – –
RCM
1241
RB Capital Management
Nevada
$544K +$7.53K +48 +1%
GWAM
1242
Guardian Wealth Advisors (Minnesota)
Minnesota
$542K +$37K +236 +7%
JWCA
1243
J.W. Coons Advisors
Ohio
$541K -$26.7K -170 -4%
SSB
1244
Sandy Spring Bank
Maryland
$539K +$35.9K +229 +7%
PMG
1245
ProVise Management Group
Florida
$539K -$27.9K -178 -5%
BTI
1246
Blue Trust Inc
Georgia
$539K +$247K +1,576 +77%
MRCM
1247
M&R Capital Management
New Jersey
$538K -$4.08K -26 -0.7%
EFL
1248
ERn Financial LLC
Wisconsin
$538K +$37K +236 +7%
SMH
1249
Sanders Morris Harris
Texas
$537K – – –
FIB
1250
First Interstate Bank
Montana
$536K +$13K +83 +2%
48 49
50
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