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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1526
TrueWealth Advisors
Alabama
$485K +$144K +591 +39%
PWMG
1527
Prestige Wealth Management Group
New Jersey
$484K +$43.5K +179 +9%
PTB
1528
Pioneer Trust Bank
Oregon
$481K – – –
FNBOSM
1529
First National Bank of South Miami
Florida
$481K +$74.2K +305 +17%
QPWM
1530
Quadrant Private Wealth Management
Pennsylvania
$480K -$24.3K -100 -5%
SCM
1531
Stonebridge Capital Management
California
$480K – – –
SAS
1532
Stelac Advisory Services
New York
$480K +$504K +2,074 New
RFA
1533
Resurgent Financial Advisors
Georgia
$479K +$504K +2,071 New
SF
1534
Summit Financial
New Jersey
$477K +$65.4K +269 +15%
EI
1535
Ellevest Inc
New York
$476K -$21.9K -90 -4%
FAFN
1536
First Affirmative Financial Network
Colorado
$472K -$20.9K -86 -4%
SFWC
1537
Strategic Family Wealth Counselors
New Jersey
$472K +$9.73K +40 +2%
CAG
1538
Csenge Advisory Group
Florida
$469K -$327K -1,343 -41%
AW
1539
Apricus Wealth
South Carolina
$469K +$492K +2,025 New
ZCA
1540
Zeke Capital Advisors
Pennsylvania
$466K -$23.8K -98 -5%
LFG
1541
Leverty Financial Group
Wisconsin
$466K +$490K +2,015 New
HVP
1542
Hudson Value Partners
Florida
$465K – – –
FRA
1543
Frank Rimerman Advisors
California
$464K +$243 +1 +0%
SA
1544
SRH Advisors
Kansas
$463K – – –
CPA
1545
Clear Perspective Advisors
Illinois
$460K +$101K +415 +26%
PIA
1546
Perennial Investment Advisors
California
$456K +$95.6K +393 +25%
VCP
1547
Vista Capital Partners
Oregon
$455K -$2.92K -12 -0.6%
QC
1548
Quent Capital
New York
$454K +$477K +1,961 New
HFAS
1549
Hummer Financial Advisory Services
Illinois
$451K -$24.3K -100 -5%
KFA
1550
Krane Funds Advisors
New York
$451K +$37.9K +156 +9%
60 61
62
63 64