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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1301
ACG Wealth
Georgia
$489K +$37.3K +233 +8%
BAAM
1302
Baker Avenue Asset Management
California
$486K -$55.6K -347 -10%
TPWA
1303
TRUE Private Wealth Advisors
Oregon
$486K +$29.3K +183 +6%
BA
1304
Ballew Advisors
Mississippi
$485K – – –
FMN
1305
Financial Management Network
California
$482K +$961 +6 +0.2%
HNWAG
1306
High Net Worth Advisory Group
Florida
$482K +$5.76K +36 +1%
BDFN
1307
Bond & Devick Financial Network
Minnesota
$482K +$16K +100 +3%
PWP
1308
Principle Wealth Partners
Connecticut
$482K +$16K +100 +3%
QI
1309
Qtron Investments
Massachusetts
$479K -$224K -1,398 -30%
DWA
1310
Douglass Winthrop Advisors
New York
$478K -$16.8K -105 -3%
BFIM
1311
Beese Fulmer Investment Management
Ohio
$478K -$1.12K -7 -0.2%
DG
1312
DMC Group
Alabama
$477K -$115K -719 -19%
CWM
1313
Congress Wealth Management
Massachusetts
$475K -$80.1K -500 -13%
CWP
1314
CFM Wealth Partners
Texas
$474K -$16K -100 -3%
CWM
1315
C2C Wealth Management
Arizona
$474K – – –
TA
1316
Tectonic Advisors
Texas
$474K +$84.1K +525 +20%
WAM
1317
WFA Asset Management
Wisconsin
$473K +$290K +1,810 +131%
KFA
1318
Kelleher Financial Advisors
New York
$473K +$20.2K +126 +4%
MAM
1319
Mystic Asset Management
Rhode Island
$472K +$30.9K +193 +6%
ACP
1320
Aveo Capital Partners
Colorado
$470K +$150K +937 +42%
WF
1321
WoodTrust Financial
Wisconsin
$466K +$120K +752 +31%
GW
1322
GW & Wade
Massachusetts
$460K +$34.9K +218 +8%
SIC
1323
Sigma Investment Counselors
Michigan
$459K -$1.44K -9 -0.3%
TCWM
1324
Total Clarity Wealth Management
Illinois
$458K -$6.4K -40 -1%
HIA
1325
Harbor Investment Advisory
Maryland
$457K -$76.2K -476 -13%
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