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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1451
Main Street Research
Connecticut
$511K +$227K +1,036 +96%
ZB
1452
Zions Bancorporation
Utah
$511K +$263K +1,203 +132%
NWS
1453
Newport Wealth Strategies
California
$510K – – –
GL
1454
Graypoint LLC
New York
$508K +$36.1K +165 +9%
BONH
1455
Bank of New Hampshire
New Hampshire
$508K +$460K +2,100 New
MAM
1456
MMA Asset Management
Pennsylvania
$505K -$19.3K -88 -4%
OWA
1457
One Wealth Advisors
California
$505K +$16K +73 +4%
JSL
1458
JT Stratford LLC
Georgia
$503K +$105K +478 +30%
KPW
1459
Kore Private Wealth
New York
$498K +$41.8K +191 +10%
HFAS
1460
Hummer Financial Advisory Services
Illinois
$496K – – –
FNWM
1461
Financial Network Wealth Management
Utah
$495K – – –
FWM
1462
FFT Wealth Management
Pennsylvania
$495K +$448K +2,047 New
PWS
1463
Precision Wealth Strategies
Missouri
$494K +$108K +495 +32%
RPWA
1464
Regent Peak Wealth Advisors
Georgia
$493K -$36.1K -165 -8%
ITIM
1465
Indiana Trust & Investment Management
Indiana
$493K – – –
EI
1466
Ellevest Inc
New York
$492K +$60.4K +276 +16%
APA
1467
Allegiant Private Advisors
Florida
$491K – – –
SEEDPG
1468
S.E.E.D. Planning Group
New York
$491K – – –
GTAM
1469
Global Trust Asset Management
Florida
$490K +$394K +1,800 +796%
HIC
1470
Holderness Investments Company
North Carolina
$488K +$33.9K +155 +8%
WW
1471
Westshore Wealth
California
$488K +$131K +600 +42%
CCB
1472
Cutter & Co Brokerage
Missouri
$487K +$22.1K +101 +5%
HVP
1473
Hudson Value Partners
Florida
$486K – – –
EFS
1474
Essex Financial Services
Connecticut
$485K – – –
FRA
1475
Frank Rimerman Advisors
California
$485K – – –
57 58
59
60 61