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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1301
Sentry LLC
Tennessee
$284K – – –
SP
1302
Stonebrook Private
Michigan
$283K -$7.62K -61 -2%
ACA
1303
Atlas Capital Advisors
Wyoming
$282K – – –
IFS
1304
Ifrah Financial Services
Arkansas
$282K +$1.63K +13 +0.5%
HNWAG
1305
High Net Worth Advisory Group
Florida
$281K -$14.7K -118 -4%
GAG
1306
GM Advisory Group
New York
$281K – – –
DI
1307
Diligent Investors
California
$280K -$47.7K -382 -12%
HCM
1308
Howard Capital Management
Georgia
$280K -$50.1K -401 -13%
FIB
1309
First Interstate Bank
Montana
$279K – – –
SWM
1310
Segment Wealth Management
Texas
$279K +$334K +2,672 New
EFSCE
1311
Enterprise Financial Services Corp (EFSC)
Missouri
$277K -$28.2K -226 -8%
USB
1312
Union Savings Bank
Connecticut
$277K -$38.9K -311 -10%
NFP
1313
Narus Financial Partners
Utah
$276K – – –
RCG
1314
Regatta Capital Group
California
$276K -$5.87K -47 -2%
JFGLC
1315
Johnson Financial Group LLC (Colorado)
Colorado
$275K +$329K +2,631 New
PA
1316
PFG Advisors
Arizona
$274K -$63.6K -509 -16%
BHBT
1317
Burke & Herbert Bank & Trust
Virginia
$271K -$195K -1,564 -38%
WHCI
1318
W.H. Cornerstone Investments
Massachusetts
$271K +$2.87K +23 +0.9%
FHA
1319
Flagship Harbor Advisors
Massachusetts
$271K +$6K +48 +2%
CFO
1320
CVA Family Office
Colorado
$270K -$9.12K -73 -3%
VFA
1321
Voya Financial Advisors
Connecticut
$270K +$12.9K +103 +4%
SIC
1322
Sigma Investment Counselors
Michigan
$270K -$14K -112 -4%
SAG
1323
SageView Advisory Group
California
$269K -$12.2K -98 -4%
SFWC
1324
Strategic Family Wealth Counselors
New Jersey
$269K +$7.37K +59 +2%
SMC
1325
Smith, Moore & Co
Missouri
$269K +$14.9K +119 +5%
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