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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1226
Brandywine Oak Private Wealth
Pennsylvania
$579K -$9.21K -56 -2%
STAS
1227
Strong Tower Advisory Services
Minnesota
$579K – – –
WFMPM
1228
Woodley Farra Manion Portfolio Management
Indiana
$573K -$99K -602 -15%
BTI
1229
Blue Trust Inc
Georgia
$570K +$31.6K +192 +5%
VWM
1230
Vigilare Wealth Management
Arizona
$570K -$60.2K -366 -10%
MHR
1231
Matthew Hamilton Rosenberg
$569K – – –
TCM
1232
True Capital Management
California
$565K +$9.54K +58 +2%
FWCM
1233
Ferguson Wellman Capital Management
Oregon
$564K -$42.9K -261 -7%
QC
1234
Quent Capital
New York
$561K +$16.8K +102 +3%
KF
1235
Krilogy Financial
Missouri
$560K +$6.25K +38 +1%
FG
1236
Foster Group
Iowa
$559K -$19.1K -116 -3%
WSFS
1237
Wilmington Savings Fund Society
Delaware
$559K -$7.73K -47 -1%
FCP
1238
Fidelis Capital Partners
Florida
$558K +$198K +1,207 +51%
SWM
1239
Sugarloaf Wealth Management
Georgia
$558K -$12.2K -74 -2%
JFA
1240
JNBA Financial Advisors
Minnesota
$557K +$2.63K +16 +0.5%
EGA
1241
E&G Advisors
Texas
$556K – – –
EFG
1242
Ethos Financial Group
Pennsylvania
$555K +$4.11K +25 +0.8%
B
1243
BetterWealth
California
$554K +$164 +1 +0%
BB
1244
Berkshire Bank
Massachusetts
$553K -$36.8K -224 -6%
UAML
1245
US Asset Management LLC
Pennsylvania
$551K -$3.29K -20 -0.6%
FMTC
1246
Farmers & Merchants Trust Company
California
$551K -$128K -776 -19%
LIM
1247
Longfellow Investment Management
Massachusetts
$548K +$273K +1,659 +101%
AIA
1248
Affinity Investment Advisors
California
$546K -$2.01M -12,220 -79%
FSA
1249
Fort Sheridan Advisors
Illinois
$546K – – –
AWA
1250
Arete Wealth Advisors
Illinois
$545K +$54.4K +331 +11%
48 49
50
51 52