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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1451
Center for Financial Planning
Michigan
$51K -$16K -140 -25%
TFS
1452
TrustCore Financial Services
Tennessee
$51K – – –
CCA
1453
Column Capital Advisors
Indiana
$49K – – –
BWM
1454
Baystate Wealth Management
Massachusetts
$49K +$31.8K +279 +211%
TC
1455
Trust Company
Kansas
$48K +$22.8K +200 +100%
CDIA
1456
Capital Directions Investment Advisors
Georgia
$48K +$25.7K +225 +129%
GEA
1457
Glen Eagle Advisors
New Jersey
$46.9K +$19.4K +170 +77%
NCM
1458
New Capital Management
Texas
$43K -$24.1K -211 -37%
FNBOSM
1459
First National Bank of South Miami
Florida
$43K +$40.6K +356 New
KWM
1460
Keebeck Wealth Management
Illinois
$43K +$41K +359 New
SFPG
1461
Stonebridge Financial Planning Group
Florida
$42K +$28.5K +250 +250%
M
1462
Mirova
France
$40K – – –
HWM
1463
HighMark Wealth Management
Minnesota
$40K +$114 +1 +0.3%
SBL
1464
Sargent Bickham Lagudis
Colorado
$40K +$114 +1 +0.3%
SL
1465
Savior LLC
Massachusetts
$38K -$13.8K -121 -28%
RCA
1466
Ranch Capital Advisors
Florida
$38K – – –
AAP
1467
Arax Advisory Partners
Colorado
$37K – – –
EWP
1468
Engrave Wealth Partners
Texas
$37K – – –
SLF
1469
Sun Life Financial
Ontario, Canada
$36K -$1.48K -13 -4%
PGAM
1470
Princeton Global Asset Management
New Jersey
$35K – – –
JWA
1471
JFS Wealth Advisors
Pennsylvania
$34K – – –
HS
1472
Horan Securities
United States
$33K +$8.56K +75 +38%
TFO
1473
Tarbox Family Office
California
$32K -$6.62K -58 -18%
LS
1474
Leelyn Smith
Illinois
$32K +$114 +1 +0.4%
APWA
1475
Atlas Private Wealth Advisors
New Jersey
$32K +$30K +263 New
57 58
59
60 61