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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1251
Trust Asset Management
Texas
$587K +$128K +767 +30%
OFS
1252
OneAscent Financial Services
Alabama
$583K -$484K -2,901 -47%
DWA
1253
Douglass Winthrop Advisors
New York
$582K – – –
ACP
1254
Aviance Capital Partners
Florida
$582K +$65K +390 +13%
TNBTD
1255
Trustmark National Bank Trust Department
Mississippi
$582K +$104K +626 +23%
TI
1256
Tidal Investments
Wisconsin
$580K +$107K +639 +24%
BCM
1257
Brown Capital Management
Maryland
$576K -$15.2K -91 -3%
SMH
1258
Sanders Morris Harris
Texas
$575K – – –
ST
1259
Smithfield Trust
Pennsylvania
$571K +$78.4K +470 +17%
BFIM
1260
Beese Fulmer Investment Management
Ohio
$570K – – –
BJL
1261
Brighton Jones LLC
Washington
$567K +$7.34K +44 +1%
CAMG
1262
CWA Asset Management Group
Florida
$567K +$69.9K +419 +15%
IFAM
1263
Institutional & Family Asset Management
Colorado
$564K -$1.67K -10 -0.3%
CT
1264
Cambridge Trust
Massachusetts
$560K -$244K -1,464 -32%
FCFC
1265
First Citizens Financial Corp
Iowa
$559K +$154K +925 +41%
FP
1266
Financial Perspectives
Minnesota
$557K +$5.67K +34 +1%
CT
1267
Chicago Trust
Illinois
$556K -$63.5K -381 -11%
CWP
1268
CFM Wealth Partners
Texas
$552K -$38K -228 -7%
IFS
1269
Ifrah Financial Services
Arkansas
$549K -$15.3K -92 -3%
KFC
1270
Klingenstein Fields & Co
New York
$548K – – –
BWA
1271
Bordeaux Wealth Advisors
California
$546K +$516K +3,091 New
KA
1272
Kovack Advisors
Florida
$545K -$8.34K -50 -2%
IEFM
1273
IQ EQ Fund Management
Ireland
$544K -$46.9K -281 -8%
CHJWM
1274
Carlton Hofferkamp & Jenks Wealth Management
Texas
$543K -$16.7K -100 -3%
TNA
1275
True North Advisors
Texas
$542K -$37.4K -224 -7%
49 50
51
52 53