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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1501
Carmichael Hill & Associates
Maryland
$271K +$157 +1 +0.1%
BFC
1502
Bedel Financial Consulting
Indiana
$271K -$787 -5 -0.3%
FAT
1503
First American Trust
California
$271K -$4.09K -26 -1%
CFS
1504
Commonwealth Financial Services
West Virginia
$267K +$58.1K +369 +26%
SC
1505
Summa Corp
Texas
$266K – – –
OFG
1506
Oxford Financial Group
Indiana
$266K -$719K -4,572 -72%
TIA
1507
Traphagen Investment Advisors
New Jersey
$266K +$11.3K +72 +4%
KFGK
1508
Keystone Financial Group (Kentucky)
Kentucky
$265K -$7.08K -45 -2%
SPWM
1509
Schrum Private Wealth Management
Florida
$265K +$787 +5 +0.3%
RFA
1510
Resurgent Financial Advisors
Georgia
$264K -$31.2K -198 -10%
PFA
1511
Pure Financial Advisors
California
$264K +$17.3K +110 +7%
EWP
1512
Elevation Wealth Partners
California
$263K -$90.3K -574 -24%
LAM
1513
L2 Asset Management
Massachusetts
$263K +$24.1K +153 +9%
FBT
1514
First Bank & Trust
South Dakota
$263K -$19K -121 -6%
FSCM
1515
Front Street Capital Management
Montana
$262K +$4.72K +30 +2%
TA
1516
TrueWealth Advisors
Alabama
$262K -$5.35K -34 -2%
APG
1517
Abacus Planning Group
South Carolina
$261K – – –
SB
1518
Simmons Bank
Arkansas
$261K -$20.5K -130 -7%
CCFM
1519
Clear Creek Financial Management
Washington
$259K -$16.5K -105 -6%
NCM
1520
Nelson Capital Management
California
$259K – – –
FHA
1521
Flagship Harbor Advisors
Massachusetts
$258K +$19.4K +123 +8%
GFP
1522
Gryphon Financial Partners
Ohio
$257K -$12.3K -78 -4%
AW
1523
Alaethes Wealth
Nevada
$257K – – –
FCM
1524
Fourpath Capital Management
Oklahoma
$256K -$4.09K -26 -1%
TWP
1525
Tyche Wealth Partners
Texas
$255K -$144K -918 -35%
59 60
61
62 63