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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1451
Sound Financial Strategies Group
Mississippi
$570K -$12.2K -50 -2%
TPA
1452
Trivium Point Advisory
Connecticut
$570K +$599K +2,462 New
OWA
1453
Outlook Wealth Advisors
Texas
$569K +$28.9K +119 +5%
I2I
1454
Insight 2811 Inc
Illinois
$569K +$270K +1,109 +82%
CI
1455
CPR Investments
Michigan
$566K +$594K +2,444 New
FHA
1456
Flagship Harbor Advisors
Massachusetts
$565K +$34.8K +143 +6%
TPWA
1457
TRUE Private Wealth Advisors
Oregon
$565K +$90.5K +372 +18%
RWA
1458
Ropes Wealth Advisors
Massachusetts
$564K -$1.07M -4,412 -64%
UBV
1459
United Bank (Virginia)
Virginia
$564K – – –
PI
1460
Pettee Investors
Connecticut
$564K +$33.3K +137 +6%
IAS
1461
Investment Advisory Services
Texas
$562K +$243 +1 +0%
VFA
1462
Voya Financial Advisors
Connecticut
$561K +$70.3K +289 +14%
TWM
1463
Titus Wealth Management
California
$560K -$13.6K -56 -2%
IWA
1464
IVC Wealth Advisors
Pennsylvania
$558K -$4.38K -18 -0.7%
TPW
1465
TL Private Wealth
Texas
$558K – – –
GA
1466
Gateway Advisory
New Jersey
$558K +$248K +1,021 +74%
WA
1467
Wealth Architects
California
$556K -$23.1K -95 -4%
OIA
1468
Optimum Investment Advisors
Illinois
$556K – – –
HWMG
1469
Hurlow Wealth Management Group
Indiana
$552K – – –
JAG
1470
Journey Advisory Group
Kentucky
$551K – – –
SCM
1471
SKBA Capital Management
California
$551K – – –
CWM
1472
Cahaba Wealth Management
Georgia
$550K +$124K +510 +27%
SIA
1473
Soltis Investment Advisors
Utah
$549K +$577K +2,372 New
CWM
1474
Congress Wealth Management
Massachusetts
$546K +$573K +2,356 New
GL
1475
Graypoint LLC
New York
$544K +$12.9K +53 +2%
57 58
59
60 61