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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1251
Wellington Shields Capital Management
New York
$276K – – –
JEST
1252
JTC Employer Solutions Trustee
Jersey
$276K – – –
SFP
1253
Shepherd Financial Partners
Massachusetts
$276K +$576 +6 +0.2%
PIA
1254
Perennial Investment Advisors
California
$276K -$11.4K -119 -4%
FHA
1255
Flagship Harbor Advisors
Massachusetts
$274K +$17.5K +182 +7%
PWM
1256
Prosperity Wealth Management
California
$273K +$42.3K +440 +19%
EW
1257
Evoke Wealth
California
$273K -$41.8K -435 -14%
CFO
1258
CVA Family Office
Colorado
$272K +$16.4K +171 +7%
IFS
1259
Ifrah Financial Services
Arkansas
$272K +$5.28K +55 +2%
CPWA
1260
Cerro Pacific Wealth Advisors
California
$272K -$60.2K -627 -19%
SFWC
1261
Strategic Family Wealth Counselors
New Jersey
$272K +$17K +177 +7%
LWM
1262
Lyell Wealth Management
California
$272K -$498K -5,182 -65%
OWP
1263
Obermeyer Wealth Partners
Colorado
$271K -$1.15K -12 -0.4%
WG
1264
Wealth Group
North Carolina
$271K -$95.6K -996 -27%
LIM
1265
Loudon Investment Management
New Hampshire
$271K -$709K -7,385 -73%
BAM
1266
Beaumont Asset Management
Texas
$270K – – –
FCB
1267
First County Bank
Connecticut
$270K +$262K +2,733 New
SAG
1268
SageView Advisory Group
California
$270K -$4.61K -48 -2%
PCG
1269
Prosperity Consulting Group
Maryland
$270K -$4.22K -44 -2%
CWMK
1270
Caliber Wealth Management (Kansas)
Kansas
$269K +$46.2K +481 +21%
FHC
1271
First Heartland Consultants
Missouri
$268K +$17.7K +184 +7%
SL
1272
Sentry LLC
Tennessee
$268K – – –
NIM
1273
Northeast Investment Management
Massachusetts
$268K -$248K -2,585 -49%
PP
1274
PDS Planning
Ohio
$267K -$50.1K -522 -16%
SW
1275
SVB Wealth
Massachusetts
$267K -$525K -5,467 -67%
49 50
51
52 53