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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1426
HeadInvest LLC
Maine
$304K – – –
BST
1427
Bath Savings Trust
Maine
$303K +$30.5K +250 +13%
GW
1428
GW & Wade
Massachusetts
$301K +$24K +197 +10%
BFG
1429
Beacon Financial Group
Texas
$301K +$258K +2,111 New
CWA
1430
Clarity Wealth Advisors
California
$300K -$18.9K -155 -7%
OC
1431
Oakworth Capital
Alabama
$300K +$83.3K +682 +48%
AW
1432
Alaethes Wealth
Nevada
$297K -$3.78K -31 -1%
BCA
1433
Bay Colony Advisors
Massachusetts
$296K +$6.35K +52 +3%
ACP
1434
Aviance Capital Partners
Florida
$296K – – –
FNWM
1435
Financial Network Wealth Management
Utah
$296K -$8.18K -67 -3%
LWM
1436
Liberty Wealth Management
California
$296K +$253K +2,075 New
RCAG
1437
Rehmann Capital Advisory Group
Michigan
$295K +$6.84K +56 +3%
SFWC
1438
Strategic Family Wealth Counselors
New Jersey
$294K – – –
IW
1439
Imprint Wealth
South Carolina
$293K -$2.93K -24 -1%
SB
1440
Simmons Bank
Arkansas
$293K -$33.4K -274 -12%
CA
1441
Claro Advisors
Massachusetts
$293K -$54.1K -443 -18%
NDSI
1442
Newman Dignan & Sheerar Inc
Rhode Island
$292K +$250K +2,050 New
MFG
1443
Magnus Financial Group
New York
$291K +$249K +2,043 New
RFA
1444
Resurgent Financial Advisors
Georgia
$291K -$12.1K -99 -5%
CT
1445
Caldwell Trust
Florida
$291K -$1.59K -13 -0.6%
FWTB
1446
First Western Trust Bank
Colorado
$290K +$249K +2,039 New
APG
1447
Abacus Planning Group
South Carolina
$290K -$184K -1,506 -43%
PCG
1448
Prosperity Consulting Group
Maryland
$290K +$5.49K +45 +2%
RWA
1449
Redhawk Wealth Advisors
Minnesota
$289K +$248K +2,032 New
DM
1450
Deerfield Management
New York
$288K +$247K +2,024 New
56 57
58
59 60