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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1276
Monograph Wealth Advisors
California
$312K – – –
HH
1277
Hilltop Holdings
Texas
$310K -$1.19M -9,381 -77%
HI
1278
Humankind Investments
New York
$310K +$44.2K +348 +14%
BAM
1279
Beaumont Asset Management
Texas
$309K -$3.17K -25 -0.9%
CW
1280
Channel Wealth
California
$307K +$38.7K +305 +12%
ITIM
1281
Indiana Trust & Investment Management
Indiana
$305K -$12.7K -100 -3%
BWP
1282
BSW Wealth Partners
Colorado
$304K +$349K +2,749 New
SFWA
1283
Summit Financial Wealth Advisors
Louisiana
$303K +$28.8K +227 +9%
GDP
1284
Great Diamond Partners
Maine
$302K -$3.68K -29 -1%
KAS
1285
KPP Advisory Services
Kentucky
$302K +$346K +2,729 New
LMKC
1286
L.M. Kohn & Company
Ohio
$301K -$60.3K -475 -15%
VWA
1287
Visionary Wealth Advisors
Illinois
$300K +$33.5K +264 +11%
VAS
1288
Valicenti Advisory Services
New York
$299K – – –
AFG
1289
Allegheny Financial Group
Pennsylvania
$298K +$342K +2,694 New
TL
1290
Tradewinds LLC
North Carolina
$297K -$9.14K -72 -3%
SIM
1291
Sentry Investment Management
Wisconsin
$296K +$339K +2,674 New
NS
1292
NBC Securities
Alabama
$296K +$341K +2,682 New
PGIM
1293
Pacific Global Investment Management
California
$296K -$2.54K -20 -0.7%
WMA
1294
West Michigan Advisors
Michigan
$296K -$1.27K -10 -0.4%
SMC
1295
Smith, Moore & Co
Missouri
$294K -$10.3K -81 -3%
AA
1296
Apriem Advisors
California
$293K -$114K -901 -25%
CYG
1297
Clean Yield Group
Vermont
$293K – – –
TCM
1298
Telos Capital Management
California
$291K -$44.8K -353 -12%
DA
1299
Dillon & Associates
Michigan
$291K -$6.09K -48 -2%
SAM
1300
Sompo Asset Management
Japan
$291K +$48.2K +380 +17%
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