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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFB
1251
First Financial Bankshares
Texas
$240K – – –
PFM
1252
Patton Fund Management
Texas
$240K +$16.6K +180 +8%
MIM
1253
Marco Investment Management
Georgia
$240K – – –
FA
1254
Fiducient Advisors
Illinois
$239K – – –
MWA
1255
Monograph Wealth Advisors
California
$239K -$34.6K -375 -13%
PWP
1256
Principle Wealth Partners
Connecticut
$239K – – –
AC
1257
Avory & Company
Florida
$239K +$2.12K +23 +0.9%
KP
1258
Keel Point
Alabama
$239K +$225K +2,442 New
AIM
1259
Anchor Investment Management
South Carolina
$238K -$18.2K -198 -8%
OCM
1260
One Capital Management
California
$237K -$683K -7,413 -75%
GWWM
1261
Great Waters Wealth Management
Minnesota
$237K -$5.81K -63 -3%
LAM
1262
Lewis Asset Management
California
$237K +$223K +2,422 New
MWM
1263
Meridian Wealth Management
Kentucky
$236K -$35K -380 -14%
SP
1264
Stonebrook Private
Michigan
$236K -$5.71K -62 -3%
SW
1265
Simplicity Wealth
New Jersey
$235K -$226K -2,452 -51%
VIP
1266
Viewpoint Investment Partners
Alberta, Canada
$235K +$221K +2,400 New
TC
1267
TownSquare Capital
Utah
$234K -$200K -2,171 -48%
PCG
1268
Prosperity Consulting Group
Maryland
$234K -$18.1K -196 -8%
PIA
1269
Panoramic Investment Advisors
Colorado
$234K -$92.3K -1,002 -30%
IRP
1270
Investment Research Partners
Pennsylvania
$232K +$20.9K +227 +11%
AMBIA
1271
Allen Mooney & Barnes Investment Advisors
Georgia
$232K -$4.79K -52 -2%
APA
1272
Astoria Portfolio Advisors
New York
$230K +$187K +2,030 New
JFGLC
1273
Johnson Financial Group LLC (Colorado)
Colorado
$230K +$6.08K +66 +3%
WG
1274
Wealth Group
North Carolina
$229K +$216K +2,341 New
DAS
1275
Dynamic Advisor Solutions
Arizona
$228K -$13.5K -147 -6%
49 50
51
52 53