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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1551
Quantum Financial Advisors
California
$277K +$313K +1,635 New
ISB
1552
Iowa State Bank
Iowa
$276K – – –
LMKC
1553
L.M. Kohn & Company
Ohio
$276K +$35.3K +184 +10%
IWA
1554
IVC Wealth Advisors
Pennsylvania
$275K -$40.3K -210 -10%
AC
1555
Avestar Capital
New York
$274K -$30.3K -158 -8%
CCG
1556
Ceeto Capital Group
Florida
$274K – – –
EP
1557
EPIQ Partners
Minnesota
$273K – – –
LAM
1558
LifePro Asset Management
California
$273K +$371K +1,934 New
BST
1559
Bath Savings Trust
Maine
$272K -$9.59K -50 -3%
LGA
1560
Lebenthal Global Advisors
New York
$271K -$190K -989 -34%
RPWA
1561
Regent Peak Wealth Advisors
Georgia
$271K -$4.22K -22 -1%
AWM
1562
Axxcess Wealth Management
California
$271K +$12.1K +63 +3%
YIA
1563
YHB Investment Advisors
Connecticut
$270K -$154K -805 -30%
FBT
1564
First Bank & Trust
South Dakota
$270K -$2.68K -14 -0.7%
OPOWM
1565
One Plus One Wealth Management
Florida
$270K -$2.68K -14 -0.7%
HNW
1566
High Note Wealth
Minnesota
$269K +$167K +871 +84%
RHBC
1567
R.H. Bluestein & Co
Michigan
$268K +$134K +700 +58%
RG
1568
Rathbones Group
United Kingdom
$267K -$2.88K -15 -0.8%
ERWM
1569
Elk River Wealth Management
Colorado
$267K +$9.59K +50 +3%
WIA
1570
World Investment Advisors
California
$267K +$305K +1,591 New
IIA
1571
IPG Investment Advisors
California
$267K +$363K +1,891 New
FAFN
1572
First Affirmative Financial Network
Colorado
$266K -$24K -125 -6%
KFGK
1573
Keystone Financial Group (Kentucky)
Kentucky
$266K +$47.9K +250 +15%
MFA
1574
Mayflower Financial Advisors
Massachusetts
$265K -$8.44K -44 -2%
JIC
1575
Joel Isaacson & Co
New York
$263K +$767 +4 +0.2%
61 62
63
64 65