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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1326
Missouri Trust & Investment Company
Missouri
$501K +$57K +375 +15%
TNA
1327
True North Advisors
Texas
$501K -$22.5K -148 -5%
OWP
1328
Obermeyer Wealth Partners
Colorado
$500K +$456 +3 +0.1%
MWA
1329
Monograph Wealth Advisors
California
$500K -$12.6K -83 -3%
MCWS
1330
McKinley Carter Wealth Services
West Virginia
$500K -$53.7K -353 -11%
FWM
1331
Forza Wealth Management
Florida
$497K – – –
JF
1332
JSF Financial
California
$496K +$32.9K +216 +8%
IHL
1333
Investment House LLC
California
$496K -$30.4K -200 -7%
LIM
1334
Longfellow Investment Management
Massachusetts
$496K -$240K -1,577 -36%
CWP
1335
CFM Wealth Partners
Texas
$495K -$15.2K -100 -3%
BAM
1336
Beaumont Asset Management
Texas
$495K – – –
BAWM
1337
Bennett Associates Wealth Management
Pennsylvania
$494K -$111K -732 -21%
OL
1338
Optas LLC
Texas
$493K +$40.2K +264 +10%
GDP
1339
Great Diamond Partners
Maine
$488K +$2.13K +14 +0.5%
WAAG
1340
Wealth Alliance Advisory Group
Kansas
$487K – – –
LWL
1341
Leo Wealth LLC
Texas
$487K +$29.8K +196 +8%
AWM
1342
Accurate Wealth Management
Florida
$483K +$132K +870 +44%
EW
1343
Evoke Wealth
California
$482K +$414K +2,720 New
CPC
1344
Cookson Peirce & Co
Pennsylvania
$480K +$412K +2,709 New
XF
1345
XML Financial
Maryland
$479K +$7.3K +48 +2%
EFSCE
1346
Enterprise Financial Services Corp (EFSC)
Missouri
$478K +$3.96K +26 +1%
TW
1347
Transform Wealth
Colorado
$478K -$53.1K -349 -11%
SP
1348
Stonebrook Private
Michigan
$477K +$1.22K +8 +0.3%
SIC
1349
Sigma Investment Counselors
Michigan
$473K – – –
HI
1350
Humankind Investments
New York
$471K -$24.8K -163 -6%
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