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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1351
Regent Peak Wealth Advisors
Georgia
$396K +$2.83K +19 +0.8%
SSB
1352
Sandy Spring Bank
Maryland
$395K -$14.7K -99 -4%
CBT
1353
CoreFirst Bank & Trust
Kansas
$394K – – –
DA
1354
Dillon & Associates
Michigan
$394K – – –
OWP
1355
ORG Wealth Partners
Texas
$392K +$374K +2,514 New
FHC
1356
First Heartland Consultants
Missouri
$391K -$4.47K -30 -1%
PAM
1357
Peak Asset Management
Colorado
$391K -$7.75K -52 -2%
PIA
1358
Perennial Investment Advisors
California
$391K -$35.3K -237 -9%
PPWM
1359
Paragon Private Wealth Management
Kentucky
$390K +$77.9K +523 +26%
XF
1360
XML Financial
Maryland
$390K -$2.53K -17 -0.7%
RTC
1361
Riverview Trust Company
Washington
$390K +$14.1K +95 +4%
WA
1362
Wealth Architects
California
$389K -$7.15K -48 -2%
TAM
1363
Townsend Asset Management
North Carolina
$389K -$11.9K -80 -3%
ZIC
1364
ZWJ Investment Counsel
Georgia
$389K – – –
VHAM
1365
Van Hulzen Asset Management
California
$388K +$1.79K +12 +0.5%
NG
1366
Norden Group
Utah
$388K +$59.1K +397 +19%
GFS
1367
GYL Financial Synergies
Connecticut
$386K -$9.23K -62 -2%
VWA
1368
Visionary Wealth Advisors
Illinois
$386K -$15.9K -107 -4%
CC
1369
Callan Capital
California
$386K -$1.34K -9 -0.4%
JMFC
1370
J.M. Forbes & Co
Massachusetts
$385K – – –
KCM
1371
Kathmere Capital Management
Pennsylvania
$385K +$368K +2,468 New
CTC
1372
Cetera Trust Company
Minnesota
$382K -$15K -101 -4%
KOCAA
1373
Knights of Columbus Asset Advisors
Connecticut
$382K -$274K -1,840 -43%
CCP
1374
Clarkston Capital Partners
Michigan
$381K – – –
DFCM
1375
Dark Forest Capital Management
Puerto Rico
$381K +$364K +2,443 New
53 54
55
56 57