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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1476
First Western Trust Bank
Colorado
$360K -$913 -6 -0.3%
PTC
1477
Petrus Trust Company
Texas
$360K +$309K +2,029 New
PWP
1478
Precedent Wealth Partners
Texas
$359K – – –
CT
1479
Caldwell Trust
Florida
$358K -$3.04K -20 -1%
BAM
1480
Blueshift Asset Management
New Jersey
$357K +$32.1K +211 +12%
WPW
1481
Waldron Private Wealth
Pennsylvania
$357K +$14.9K +98 +5%
BCA
1482
Bay Colony Advisors
Massachusetts
$357K -$10.2K -67 -3%
HIC
1483
Hartline Investment Corp
Illinois
$357K +$307K +2,015 New
HTIM
1484
Harbour Trust & Investment Management
Indiana
$357K -$22.8K -150 -7%
PTB
1485
Pioneer Trust Bank
Oregon
$356K – – –
ILI
1486
Invesco LLC (Illinois)
Illinois
$355K -$1.83K -12 -0.6%
AHL
1487
Abel Hall LLC
Louisiana
$355K +$8.67K +57 +3%
SA
1488
SRH Advisors
Kansas
$354K – – –
RA
1489
Rational Advisors
New York
$354K +$304K +2,000 New
CWM
1490
Centurion Wealth Management
Virginia
$354K +$304K +1,999 New
CAM
1491
Campion Asset Management
Virginia
$354K – – –
RPWA
1492
Regent Peak Wealth Advisors
Georgia
$353K +$3.5K +23 +1%
PMSA
1493
Patrick M. Sweeney & Associates
Illinois
$352K +$38.5K +253 +15%
UFF
1494
USA Financial Formulas
Michigan
$351K +$17.3K +114 +6%
RFA
1495
Resurgent Financial Advisors
Georgia
$351K -$9.28K -61 -3%
SFG
1496
Sather Financial Group
Texas
$350K +$26.8K +176 +10%
WMP
1497
Wealth Management Partners
Arizona
$350K -$83.1K -546 -22%
CCG
1498
Ceeto Capital Group
Florida
$348K – – –
SFG
1499
Sovereign Financial Group
Connecticut
$347K +$1.98K +13 +0.7%
CCB
1500
Cutter & Co Brokerage
Missouri
$347K -$9.43K -62 -3%
58 59
60
61 62