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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
S.A. Mason
Michigan
$242K – – –
RCA
1552
Resonant Capital Advisors
Wisconsin
$242K +$207K +1,698 New
WEG
1553
World Equity Group
Illinois
$242K +$207K +1,698 New
LFG
1554
Leverty Financial Group
Wisconsin
$242K +$207K +1,697 New
SF
1555
Summit Financial
New Jersey
$242K -$24.8K -203 -11%
TPWA
1556
TRUE Private Wealth Advisors
Oregon
$241K +$207K +1,693 New
TWM
1557
Trueblood Wealth Management
Ohio
$240K +$206K +1,688 New
BONH
1558
Bank of New Hampshire
New Hampshire
$240K – – –
AIM
1559
Avity Investment Management
Connecticut
$240K +$205K +1,682 New
HCM
1560
Hall Capital Management
Rhode Island
$239K -$58.5K -479 -22%
ERWM
1561
Elk River Wealth Management
Colorado
$239K +$205K +1,679 New
PFA
1562
Pure Financial Advisors
California
$239K +$205K +1,679 New
AC
1563
Allstate Corporation
Illinois
$239K +$205K +1,677 New
TAM
1564
Titleist Asset Management
Texas
$238K +$204K +1,674 New
RMDI
1565
R.M. Davis Inc
Maine
$238K +$204K +1,670 New
FWCM
1566
Ferguson Wellman Capital Management
Oregon
$238K -$49.6K -406 -20%
AFO
1567
Arrowroot Family Office
California
$238K +$204K +1,668 New
FTC
1568
Farmers Trust Company
Ohio
$237K +$203K +1,666 New
PCM
1569
Prelude Capital Management
New York
$237K +$203K +1,662 New
HS
1570
Horan Securities
United States
$237K +$203K +1,661 New
FWA
1571
FSM Wealth Advisors
Ohio
$236K +$203K +1,659 New
LC
1572
LCNB Corp
Ohio
$236K +$203K +1,659 New
WP
1573
WealthShield Partners
North Carolina
$235K +$202K +1,652 New
HFP
1574
Holistic Financial Partners
Indiana
$235K +$202K +1,651 New
SHGA
1575
Sand Hill Global Advisors
California
$235K -$45.8K -375 -19%
61 62
63
64 65