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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1226
Strategic Family Wealth Counselors
New Jersey
$334K -$246K -2,182 -44%
FCM
1227
Fieldview Capital Management
Michigan
$331K -$4.53M -40,214 -94%
LAM
1228
Lewis Asset Management
California
$331K +$34.8K +309 +13%
CIA
1229
Caerus Investment Advisors
Texas
$331K -$2.82K -25 -0.9%
RMP
1230
Richards, Merrill & Peterson
Washington
$330K -$66.9K -593 -18%
TWM
1231
Tortuga Wealth Management
California
$330K -$63.9K -567 -17%
SL
1232
Sentry LLC
Tennessee
$330K – – –
DP
1233
Dearborn Partners
Illinois
$329K -$37.4K -332 -11%
CWMK
1234
Caliber Wealth Management (Kansas)
Kansas
$329K +$24.2K +215 +9%
PFA
1235
Pure Financial Advisors
California
$328K +$305K +2,704 New
FWA
1236
FSM Wealth Advisors
Ohio
$327K -$19.1K -169 -6%
LWCFA
1237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K – – –
FCB
1238
First County Bank
Connecticut
$326K +$64.2K +569 +27%
BSTWA
1239
Blake Schutter Theil Wealth Advisors
Ohio
$326K +$303K +2,686 New
EWS
1240
Evergreen Wealth Solutions
Pennsylvania
$323K +$20.7K +184 +7%
EFG
1241
Everhart Financial Group
Ohio
$322K +$299K +2,653 New
AT
1242
American Trust
Kentucky
$320K +$298K +2,641 New
FWP
1243
FAS Wealth Partners
Kansas
$320K -$9.92K -88 -3%
FIB
1244
First Interstate Bank
Montana
$319K – – –
SWM
1245
Spire Wealth Management
Virginia
$318K +$106K +936 +55%
RWM
1246
Revisor Wealth Management
Ohio
$317K -$21.8K -193 -7%
CRWM
1247
Castle Rock Wealth Management
California
$316K +$3.27K +29 +1%
SFC
1248
SYM Financial Corp
Indiana
$316K +$294K +2,608 New
GAB
1249
German American Bancorp
Indiana
$315K +$293K +2,603 New
CWP
1250
Cyndeo Wealth Partners
Florida
$315K -$9.71M -86,129 -97%
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