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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1501
Avity Investment Management
Connecticut
$229K -$40.8K -275 -14%
OL
1502
Optas LLC
Texas
$229K +$2.52K +17 +1%
WIC
1503
Woodmont Investment Counsel
Tennessee
$229K -$148K -997 -37%
MIM
1504
Moseley Investment Management
Florida
$229K +$33.1K +223 +15%
XSC
1505
X-Square Capital
Puerto Rico
$228K -$382K -2,574 -60%
FANJ
1506
Financial Architects (New Jersey)
New Jersey
$228K +$12.5K +84 +5%
LFG
1507
Leverty Financial Group
Wisconsin
$226K -$50.2K -338 -16%
SAM
1508
Secure Asset Management
Michigan
$225K +$253K +1,706 New
SWA
1509
SFMG Wealth Advisors
Texas
$225K -$165K -1,115 -40%
GC
1510
GFG Capital
Florida
$224K -$100K -675 -28%
MIM
1511
Merrion Investment Management
New Jersey
$224K – – –
TC
1512
TradeLink Capital
Illinois
$224K +$252K +1,700 New
CTWM
1513
Cherry Tree Wealth Management
Minnesota
$223K +$251K +1,692 New
RWA
1514
Redhawk Wealth Advisors
Minnesota
$222K +$6.53K +44 +3%
MIP
1515
Marietta Investment Partners
Wisconsin
$222K -$500K -3,372 -67%
TPW
1516
TL Private Wealth
Texas
$221K -$145K -975 -37%
RMDI
1517
R.M. Davis Inc
Maine
$220K -$101K -680 -29%
CWM
1518
Connecticut Wealth Management
Connecticut
$220K -$304K -2,050 -55%
IAS
1519
Investment Advisory Services
Texas
$219K -$134K -903 -35%
LCGC
1520
Legacy Capital Group California
California
$219K +$6.38K +43 +3%
BFA
1521
Beaumont Financial Advisors
Massachusetts
$219K +$246K +1,660 New
SIA
1522
Soltis Investment Advisors
Utah
$219K +$11K +74 +5%
HI
1523
Hoey Investments
Pennsylvania
$218K -$112K -756 -31%
WCWM
1524
Willow Creek Wealth Management
California
$218K +$1.19K +8 +0.5%
GWWM
1525
Great Waters Wealth Management
Minnesota
$218K -$131K -885 -35%
59 60
61
62 63