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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1301
Patrick M. Sweeney & Associates
Illinois
$251K +$672 +7 +0.3%
PGF
1302
Plan Group Financial
Oklahoma
$250K -$25.9K -270 -10%
SB
1303
Strategic Blueprint
Georgia
$250K -$37.4K -389 -13%
TFS
1304
Thoroughbred Financial Services
Tennessee
$250K -$395K -4,118 -62%
PWP
1305
Principle Wealth Partners
Connecticut
$250K -$1.92K -20 -0.8%
CBT
1306
CoreFirst Bank & Trust
Kansas
$249K – – –
TWG
1307
The Wealth Group
Minnesota
$249K – – –
TSS
1308
Two Sigma Securities
New York
$249K +$242K +2,523 New
SP
1309
Stonebrook Private
Michigan
$247K -$19.9K -207 -8%
VAS
1310
Valicenti Advisory Services
New York
$246K -$3.36K -35 -1%
AGA
1311
Accuvest Global Advisors
Utah
$246K +$228K +2,371 New
HWMG
1312
Hurlow Wealth Management Group
Indiana
$245K -$7.78K -81 -3%
JMFC
1313
J.M. Forbes & Co
Massachusetts
$244K – – –
AG
1314
Ascent Group
Virginia
$244K +$49K +510 +26%
HIP
1315
HUB Investment Partners
Texas
$243K +$11.9K +124 +5%
MIM
1316
Marco Investment Management
Georgia
$242K -$672 -7 -0.3%
FWA
1317
FSM Wealth Advisors
Ohio
$242K +$229K +2,384 New
CTC
1318
Cetera Trust Company
Minnesota
$242K – – –
BTC
1319
Bank & Trust Company
Illinois
$242K +$55K +573 +30%
PPWP
1320
Premier Path Wealth Partners
New Jersey
$241K -$104K -1,083 -31%
KP
1321
Keel Point
Alabama
$241K +$8.93K +93 +4%
PI
1322
Pettee Investors
Connecticut
$240K – – –
AA
1323
Alta Advisers
United Kingdom
$240K – – –
FA
1324
Fiducient Advisors
Illinois
$240K -$96 -1 -0%
APA
1325
Astoria Portfolio Advisors
New York
$239K +$217K +2,259 New
51 52
53
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