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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1326
Optas LLC
Texas
$268K +$19.5K +156 +6%
HWMG
1327
Hurlow Wealth Management Group
Indiana
$268K -$13.1K -105 -4%
DLCIG
1328
D.L. Carlson Investment Group
New Hampshire
$268K -$76.9K -615 -19%
NAS
1329
NWF Advisory Services
California
$268K +$320K +2,564 New
CFG
1330
Carr Financial Group
Massachusetts
$267K -$163K -1,305 -34%
BPW
1331
Bingham Private Wealth
California
$267K +$68.2K +546 +27%
PWP
1332
Principle Wealth Partners
Connecticut
$266K -$63.2K -506 -17%
PWP
1333
Phillips Wealth Planners
Mississippi
$266K +$80.7K +646 +29%
FHC
1334
First Heartland Consultants
Missouri
$265K – – –
VAS
1335
Valicenti Advisory Services
New York
$264K – – –
CBT
1336
CoreFirst Bank & Trust
Kansas
$264K – – –
TWG
1337
The Wealth Group
Minnesota
$264K – – –
OHWA
1338
Oak Hill Wealth Advisors
Virginia
$264K – – –
DA
1339
Dillon & Associates
Michigan
$263K – – –
WWM
1340
Western Wealth Management
Colorado
$262K -$966K -7,727 -75%
TCWM
1341
Total Clarity Wealth Management
Illinois
$262K – – –
GSEP
1342
Golden State Equity Partners
California
$261K -$1.53M -12,266 -83%
DSC
1343
Duncker Streett & Co
Missouri
$261K -$61.6K -493 -16%
AC
1344
AlphaCore Capital
California
$261K +$312K +2,497 New
AWM
1345
Accurate Wealth Management
Florida
$258K +$2.38K +19 +0.7%
CYG
1346
Clean Yield Group
Vermont
$258K -$22.5K -180 -7%
PIM
1347
Platinum Investment Management
Australia
$258K +$309K +2,474 New
JMFC
1348
J.M. Forbes & Co
Massachusetts
$258K – – –
XWM
1349
Xcel Wealth Management
Florida
$258K -$1.02M -8,165 -77%
MIM
1350
Marco Investment Management
Georgia
$257K -$69.4K -555 -18%
52 53
54
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