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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1451
Zions Bancorporation
Utah
$511K +$263K +1,203 +132%
NWS
1452
Newport Wealth Strategies
California
$510K – – –
GL
1453
Graypoint LLC
New York
$508K +$36.1K +165 +9%
BONH
1454
Bank of New Hampshire
New Hampshire
$508K +$460K +2,100 New
MAM
1455
MMA Asset Management
Pennsylvania
$505K -$19.3K -88 -4%
OWA
1456
One Wealth Advisors
California
$505K +$16K +73 +4%
JSL
1457
JT Stratford LLC
Georgia
$503K +$105K +478 +30%
KPW
1458
Kore Private Wealth
New York
$498K +$41.8K +191 +10%
HFAS
1459
Hummer Financial Advisory Services
Illinois
$496K – – –
FNWM
1460
Financial Network Wealth Management
Utah
$495K – – –
FWM
1461
FFT Wealth Management
Pennsylvania
$495K +$448K +2,047 New
PWS
1462
Precision Wealth Strategies
Missouri
$494K +$108K +495 +32%
RPWA
1463
Regent Peak Wealth Advisors
Georgia
$493K -$36.1K -165 -8%
ITIM
1464
Indiana Trust & Investment Management
Indiana
$493K – – –
EI
1465
Ellevest Inc
New York
$492K +$60.4K +276 +16%
APA
1466
Allegiant Private Advisors
Florida
$491K – – –
SEEDPG
1467
S.E.E.D. Planning Group
New York
$491K – – –
GTAM
1468
Global Trust Asset Management
Florida
$490K +$394K +1,800 +796%
HIC
1469
Holderness Investments Company
North Carolina
$488K +$33.9K +155 +8%
WW
1470
Westshore Wealth
California
$488K +$131K +600 +42%
CCB
1471
Cutter & Co Brokerage
Missouri
$487K +$22.1K +101 +5%
HVP
1472
Hudson Value Partners
Florida
$486K – – –
EFS
1473
Essex Financial Services
Connecticut
$485K – – –
FRA
1474
Frank Rimerman Advisors
California
$485K – – –
HFA
1475
High Falls Advisors
New York
$483K – – –
57 58
59
60 61