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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
1401
UP Strategic Wealth Investment Advisors
Pennsylvania
$206K +$201K +2,093 New
MCWS
1402
McKinley Carter Wealth Services
West Virginia
$206K -$12K -125 -6%
CB
1403
CNB Bank
Pennsylvania
$206K -$30.2K -314 -13%
CWM
1404
Connecticut Wealth Management
Connecticut
$206K – – –
FFB
1405
First Financial Bankshares
Texas
$206K – – –
CPW
1406
Cove Private Wealth
New York
$205K +$200K +2,078 New
FNFDCM
1407
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$204K -$70.2K -731 -26%
SCM
1408
SKBA Capital Management
California
$202K -$5.04M -52,500 -96%
FWP
1409
FAS Wealth Partners
Kansas
$201K +$3.84K +40 +2%
VA
1410
Vident Advisory
Georgia
$201K -$2.27M -23,646 -92%
TF
1411
Tompkins Financial
New York
$201K -$105K -1,094 -35%
LAM
1412
L2 Asset Management
Massachusetts
$201K +$7.88K +82 +4%
HWA
1413
Heritage Wealth Advisors
Virginia
$199K -$101K -1,052 -34%
SC
1414
SouthState Corp
Florida
$197K -$11K -115 -5%
SA
1415
SRH Advisors
Kansas
$197K – – –
RS
1416
Rakuten Securities
Japan
$190K +$5.38K +56 +3%
DCBT
1417
Dakota Community Bank & Trust
North Dakota
$190K -$7.88K -82 -4%
CT
1418
Caldwell Trust
Florida
$190K -$1.44K -15 -0.8%
HWA
1419
HHM Wealth Advisors
Tennessee
$189K -$4.61K -48 -2%
MHR
1420
Matthew Hamilton Rosenberg
$189K -$18.9K -197 -9%
EB
1421
Eastern Bank
Massachusetts
$184K -$19.7K -205 -10%
ITIM
1422
Indiana Trust & Investment Management
Indiana
$181K -$32.7K -340 -16%
DSC
1423
Duncker Streett & Co
Missouri
$179K -$65.3K -680 -27%
EP
1424
Essential Partners
California
$178K +$174K +1,807 New
OC
1425
Oakworth Capital
Alabama
$177K -$8.36K -87 -5%
55 56
57
58 59