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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1301
Longfellow Investment Management
Massachusetts
$441K +$2.38K +16 +0.6%
KP
1302
Keel Point
Alabama
$441K -$101K -675 -19%
FP
1303
Financial Perspectives
Minnesota
$441K +$149 +1 +0%
WWM
1304
Waterway Wealth Management
Texas
$440K +$421K +2,825 New
CWP
1305
CFM Wealth Partners
Texas
$440K +$4.92K +33 +1%
MWA
1306
Monograph Wealth Advisors
California
$440K – – –
HNWAG
1307
High Net Worth Advisory Group
Florida
$438K -$20.9K -140 -5%
BFIM
1308
Beese Fulmer Investment Management
Ohio
$436K -$7.89K -53 -2%
IHL
1309
Investment House LLC
California
$436K – – –
MWM
1310
Mindset Wealth Management
Indiana
$436K +$417K +2,797 New
NL
1311
NWAM LLC
Washington
$436K +$416K +2,796 New
MHR
1312
Matthew Hamilton Rosenberg
$434K +$7K +47 +2%
MWM
1313
Mattern Wealth Management
Kansas
$433K +$413K +2,776 New
HWMG
1314
Hurlow Wealth Management Group
Indiana
$429K -$43.6K -293 -10%
WAAG
1315
Wealth Alliance Advisory Group
Kansas
$428K – – –
BAM
1316
Beaumont Asset Management
Texas
$427K -$7.45K -50 -2%
AUB
1317
Atlantic Union Bankshares
Virginia
$425K -$85.9K -577 -17%
C
1318
Certuity
Florida
$424K +$92.8K +623 +30%
CHJWM
1319
Carlton Hofferkamp & Jenks Wealth Management
Texas
$424K – – –
SPA
1320
Sherbrooke Park Advisers
New York
$424K -$92.6K -622 -19%
EW
1321
Evoke Wealth
California
$423K +$405K +2,716 New
KC
1322
Kingfisher Capital
North Carolina
$421K +$298 +2 +0.1%
SIC
1323
Sigma Investment Counselors
Michigan
$420K +$3.57K +24 +0.9%
NS
1324
NBC Securities
Alabama
$417K +$298 +2 +0.1%
IFS
1325
Ifrah Financial Services
Arkansas
$416K +$80.4K +540 +25%
51 52
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