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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
NRA
1426
NSI Retail Advisors
Pennsylvania
$565K – – –
ZIMP
1427
Zimmermann Investment Management & Planning
Pennsylvania
$565K +$576K +2,662 New
LOPW
1428
Live Oak Private Wealth
North Carolina
$564K -$14.5K -67 -2%
CCB
1429
Cutter & Co Brokerage
Missouri
$564K -$11.9K -55 -2%
SFG
1430
Summit Financial Group
West Virginia
$562K -$38.9K -180 -6%
PGIM
1431
Pacific Global Investment Management
California
$561K +$3.25K +15 +0.6%
SMC
1432
Smith, Moore & Co
Missouri
$559K +$4.11K +19 +0.7%
MAWAG
1433
Mid-American Wealth Advisory Group
Missouri
$559K +$193K +892 +51%
DCM
1434
Donaldson Capital Management
Indiana
$558K -$6.71K -31 -1%
KFC
1435
Klingenstein Fields & Co
New York
$557K -$69K -319 -11%
MFG
1436
Menard Financial Group
Texas
$551K +$10.4K +48 +2%
CRCM
1437
Corbett Road Capital Management
Virginia
$551K +$103K +476 +22%
IAS
1438
Investment Advisory Services
Texas
$550K +$35.7K +165 +7%
PWMAG
1439
Pinnacle Wealth Management Advisory Group
New Jersey
$548K +$22.7K +105 +4%
WAAG
1440
Wealth Alliance Advisory Group
Kansas
$546K -$6.06K -28 -1%
HCM
1441
Hutchinson Capital Management
California
$544K -$28.3K -131 -5%
BFPW
1442
BOK Financial Private Wealth
Colorado
$544K +$72.9K +337 +15%
CWM
1443
Cahaba Wealth Management
Georgia
$543K +$216 +1 +0%
SFP
1444
Sweet Financial Partners
Minnesota
$542K +$177K +820 +47%
MHR
1445
Matthew Hamilton Rosenberg
$541K +$3.03K +14 +0.6%
JMFC
1446
J.M. Forbes & Co
Massachusetts
$540K -$34.6K -160 -6%
OIS
1447
Okabena Investment Services
Minnesota
$538K – – –
CG
1448
Cutler Group
California
$537K +$489K +2,259 +831%
TPA
1449
Trivium Point Advisory
Connecticut
$536K +$3.89K +18 +0.7%
CYG
1450
Clean Yield Group
Vermont
$536K +$11.7K +54 +2%
56 57
58
59 60