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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
1326
The Wealth Group
Minnesota
$389K – – –
BFA
1327
Bragg Financial Advisors
North Carolina
$386K -$36K -229 -8%
BHBT
1328
Burke & Herbert Bank & Trust
Virginia
$385K +$163K +1,036 +66%
CYG
1329
Clean Yield Group
Vermont
$385K – – –
RMAM
1330
Raab & Moskowitz Asset Management
New Jersey
$383K +$30.4K +193 +8%
TCM
1331
Telos Capital Management
California
$383K -$4.25K -27 -1%
WAM
1332
WFA Asset Management
Wisconsin
$383K -$99.9K -635 -20%
BCM
1333
Buckhead Capital Management
Georgia
$383K -$1.89K -12 -0.5%
HWA
1334
HHM Wealth Advisors
Tennessee
$383K +$400K +2,540 +5,773%
VWA
1335
Visionary Wealth Advisors
Illinois
$383K -$91.4K -581 -18%
TAM
1336
Townsend Asset Management
North Carolina
$381K -$98.6K -627 -20%
NFP
1337
Narus Financial Partners
Utah
$380K – – –
OHWA
1338
Oak Hill Wealth Advisors
Virginia
$379K +$403K +2,563 New
PAM
1339
Peak Asset Management
Colorado
$379K – – –
GDP
1340
Great Diamond Partners
Maine
$379K -$30.7K -195 -7%
FWCM
1341
Ferguson Wellman Capital Management
Oregon
$378K +$120K +761 +42%
CTC
1342
Cetera Trust Company
Minnesota
$378K – – –
GXJ
1343
Global X Japan
Japan
$377K -$66.4K -422 -14%
WA
1344
Wealth Architects
California
$376K +$27.4K +174 +7%
GFS
1345
GYL Financial Synergies
Connecticut
$376K -$1.89K -12 -0.5%
LTI
1346
Laffer Tengler Investments
Tennessee
$375K +$472 +3 +0.1%
FHC
1347
First Heartland Consultants
Missouri
$375K -$109K -691 -21%
AFG
1348
Atomi Financial Group
New York
$375K +$109K +693 +38%
CBT
1349
CoreFirst Bank & Trust
Kansas
$374K – – –
DA
1350
Dillon & Associates
Michigan
$374K – – –
52 53
54
55 56