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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1376
Congress Wealth Management
Massachusetts
$337K +$358K +2,495 New
OWP
1377
ORG Wealth Partners
Texas
$337K -$3.01K -21 -0.8%
FFG
1378
Fiduciary Financial Group
California
$336K +$340K +2,373 New
PI
1379
PGGM Investments
Netherlands
$335K +$355K +2,478 New
GSIAS
1380
Garden State Investment Advisory Services
New Jersey
$334K +$354K +2,472 New
JMFC
1381
J.M. Forbes & Co
Massachusetts
$334K – – –
TW
1382
Transform Wealth
Colorado
$334K -$18.8K -131 -5%
SMC
1383
Smith, Moore & Co
Missouri
$333K -$18.8K -131 -5%
ZIC
1384
ZWJ Investment Counsel
Georgia
$332K -$5.59K -39 -2%
MSAM
1385
Moloney Securities Asset Management
Missouri
$332K -$56.9K -397 -14%
CTC
1386
Cetera Trust Company
Minnesota
$332K – – –
EGA
1387
E&G Advisors
Texas
$331K +$37.1K +259 +12%
WA
1388
Wealth Architects
California
$331K -$6.45K -45 -2%
CWM
1389
Centurion Wealth Management
Virginia
$331K +$77.8K +543 +29%
LA
1390
LexAurum Advisors
Kansas
$329K +$8.03K +56 +2%
PI
1391
Pettee Investors
Connecticut
$329K – – –
CW
1392
Channel Wealth
California
$329K -$860 -6 -0.2%
FGP
1393
Freestone Grove Partners
California
$328K +$348K +2,425 New
PL
1394
Plancorp LLC
Missouri
$327K +$7.45K +52 +2%
OL
1395
Optas LLC
Texas
$326K -$74.5K -520 -18%
NL
1396
NWAM LLC
Washington
$326K -$55.2K -385 -14%
MWM
1397
Mattern Wealth Management
Kansas
$325K -$52.9K -369 -13%
RTC
1398
Riverview Trust Company
Washington
$325K -$13.6K -95 -4%
PMSA
1399
Patrick M. Sweeney & Associates
Illinois
$325K -$717 -5 -0.2%
IA
1400
IFC Advisors
California
$324K +$344K +2,399 New
54 55
56
57 58