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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1251
Farmers & Merchants Trust Company
California
$825K +$8.65K +40 +1%
CL
1252
Choreo LLC
Illinois
$824K -$8.22K -38 -1%
VCM
1253
Vivaldi Capital Management
Illinois
$822K +$2.16K +10 +0.3%
SFG
1254
StrategIQ Financial Group
Indiana
$820K – – –
SFSG
1255
Sound Financial Strategies Group
Mississippi
$819K +$302K +1,397 +57%
AFP
1256
Ausdal Financial Partners
Iowa
$817K +$56.3K +260 +7%
MWAM
1257
Manhattan West Asset Management
California
$817K +$497K +2,298 +148%
ANTB
1258
AMG National Trust Bank
Colorado
$814K +$4.54K +21 +0.6%
UAML
1259
US Asset Management LLC
Pennsylvania
$813K – – –
OWP
1260
Obermeyer Wealth Partners
Colorado
$810K -$60.6K -280 -7%
RG
1261
Renaissance Group
Kentucky
$803K +$21.4K +99 +3%
BFIC
1262
Bedell Frazier Investment Counselling
California
$802K – – –
MWM
1263
Mission Wealth Management
California
$802K +$168K +777 +26%
PP
1264
PDS Planning
Ohio
$801K +$165K +762 +25%
FM
1265
Family Management
New York
$797K +$226K +1,044 +39%
AF
1266
Alerus Financial
North Dakota
$796K -$2.62M -12,130 -76%
AWA
1267
Arkadios Wealth Advisors
Georgia
$795K -$52.4K -242 -6%
VCP
1268
Verus Capital Partners
Arizona
$793K +$779K +3,601 New
QI
1269
Qtron Investments
Massachusetts
$788K -$382K -1,767 -32%
WSFS
1270
Wilmington Savings Fund Society
Delaware
$785K +$22.5K +104 +3%
CAI
1271
Capital Advisors Inc
Oklahoma
$785K +$431K +1,990 +116%
NAMP
1272
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$780K +$97.4K +450 +14%
JCIA
1273
Jackson Creek Investment Advisors
Colorado
$779K -$271K -1,251 -25%
SC
1274
SouthState Corp
Florida
$779K +$20.1K +93 +3%
SWA
1275
Sutton Wealth Advisors
Florida
$778K +$18.8K +87 +2%
49 50
51
52 53