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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1301
AmeriFlex Group
Nevada
$302K -$24.5K -193 -8%
CCM
1302
Chiron Capital Management
Florida
$302K -$12.8K -101 -4%
WA
1303
Wealth Architects
California
$301K +$4.19K +33 +1%
LFA
1304
Legacy Financial Advisors
Kentucky
$301K -$354K -2,789 -55%
CTC
1305
Cetera Trust Company
Minnesota
$301K – – –
SC
1306
Searle & Co
Connecticut
$300K – – –
TFS
1307
Thoroughbred Financial Services
Tennessee
$298K +$1.02K +8 +0.4%
RPWA
1308
Regent Peak Wealth Advisors
Georgia
$296K +$12.8K +101 +5%
IG
1309
ING Group
Netherlands
$296K +$288K +2,268 New
NWM
1310
Northcape Wealth Management
New York
$296K +$288K +2,264 New
PWM
1311
Purus Wealth Management
California
$296K +$40.8K +321 +17%
BTI
1312
Blue Trust Inc
Georgia
$295K -$312K -2,457 -52%
LA
1313
LVW Advisors
New York
$294K -$64.8K -510 -18%
HW
1314
Hancock Whitney
Mississippi
$292K -$50.1K -394 -15%
RCA
1315
Resonant Capital Advisors
Wisconsin
$292K +$49.5K +390 +21%
MMCM
1316
Murphy & Mullick Capital Management
New York
$292K +$3.94K +31 +1%
EGA
1317
E&G Advisors
Texas
$290K – – –
FTUS
1318
Flow Traders U.S.
New York
$290K +$282K +2,217 New
AWA
1319
ARQ Wealth Advisors
Arizona
$290K – – –
CYG
1320
Clean Yield Group
Vermont
$289K – – –
JC
1321
JB Capital
Connecticut
$289K -$21.4M -168,429 -99%
RWM
1322
Revisor Wealth Management
Ohio
$289K -$52.9K -416 -16%
AL
1323
Aspiriant LLC
California
$288K +$281K +2,208 New
BPW
1324
Bingham Private Wealth
California
$288K +$16.6K +131 +6%
CW
1325
Channel Wealth
California
$288K -$46.1K -363 -14%
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