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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
API
1301
Asset Planning Inc
California
$188K – – –
ATFA
1302
All Terrain Financial Advisors
Minnesota
$186K +$204K +2,076 New
WIM
1303
Westside Investment Management
California
$183K +$49K +498 +32%
TF
1304
Tompkins Financial
New York
$183K – – –
HWA
1305
Heritage Wealth Advisors
Virginia
$181K – – –
SA
1306
SRH Advisors
Kansas
$179K – – –
PB
1307
Pinnacle Bancorp
Nebraska
$179K +$45.6K +463 +30%
DCBT
1308
Dakota Community Bank & Trust
North Dakota
$178K +$6.7K +68 +4%
VWM
1309
Valley Wealth Managers
New Jersey
$177K -$8.78M -89,126 -98%
ADL
1310
Asset Dedication LLC
California
$174K -$244K -2,474 -56%
QC
1311
Quent Capital
New York
$173K -$33.3K -338 -15%
AGWCA
1312
Annis Gardner Whiting Capital Advisors
Florida
$171K +$54.2K +550 +40%
DSC
1313
Duncker Streett & Co
Missouri
$167K +$4.92K +50 +3%
EB
1314
Eastern Bank
Massachusetts
$165K -$2.17K -22 -1%
SWM
1315
Spire Wealth Management
Virginia
$165K +$181K +1,837 New
CTC
1316
Corundum Trust Company
South Dakota
$164K +$180K +1,829 New
EWP
1317
Elevation Wealth Partners
California
$164K +$4.63K +47 +3%
MTC
1318
Matrix Trust Company
Colorado
$159K +$175K +1,778 New
ITIM
1319
Indiana Trust & Investment Management
Indiana
$158K -$7.98K -81 -4%
IW
1320
Imprint Wealth
South Carolina
$155K +$170K +1,728 New
EAM
1321
Erste Asset Management
Austria
$154K -$267K -2,715 -64%
HFS
1322
Hantz Financial Services
Michigan
$153K -$5.22K -53 -3%
CT
1323
Caldwell Trust
Florida
$149K -$25.3K -257 -13%
OC
1324
Oakworth Capital
Alabama
$147K -$16.1K -164 -9%
MTIC
1325
Missouri Trust & Investment Company
Missouri
$146K +$394 +4 +0.2%
51 52
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