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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1576
Wealth Advisors
California
$235K – – –
CA
1577
Claro Advisors
Massachusetts
$235K +$4.5K +27 +2%
DIM
1578
Delta Investment Management
California
$234K -$8.01K -48 -3%
BCM
1579
Beck Capital Management
Texas
$233K +$220K +1,317 New
WP
1580
WealthShield Partners
North Carolina
$231K -$44.2K -265 -17%
HPWM
1581
Highland Private Wealth Management
Washington
$231K +$218K +1,307 New
LFA
1582
Legacy Financial Advisors
Kentucky
$231K +$218K +1,309 New
FA
1583
Fiducient Advisors
Illinois
$231K +$218K +1,310 New
AFA
1584
Atlanta Financial Associates
Georgia
$231K +$219K +1,311 New
MW
1585
Marcum Wealth
Ohio
$230K -$7.34K -44 -3%
HBT
1586
Hills Bank & Trust
Iowa
$230K -$500 -3 -0.2%
FUBT
1587
First United Bank & Trust
Maryland
$230K +$217K +1,304 New
EA
1588
Elm Advisors
California
$229K -$16.7K -100 -7%
MSR
1589
Main Street Research
Connecticut
$229K +$216K +1,295 New
AWA
1590
Aaron Wealth Advisors
Illinois
$229K +$217K +1,300 New
WA
1591
WealthTrust Axiom
Pennsylvania
$229K +$217K +1,301 New
VCA
1592
Verdence Capital Advisors
Maryland
$228K +$215K +1,290 New
NJBEST
1593
New Jersey Better Educational Savings Trust
New Jersey
$226K -$53.2K -319 -20%
AMM
1594
American Money Management
California
$226K -$3.34K -20 -2%
SP
1595
Successful Portfolios
Florida
$226K – – –
SIA
1596
Strategic Investment Advisors
Michigan
$226K +$214K +1,282 New
RF
1597
RHS Financial
California
$225K -$4.17K -25 -2%
V
1598
VeraBank
Texas
$225K – – –
MP
1599
McDonald Partners
Ohio
$225K +$213K +1,277 New
JSC
1600
Jackson Square Capital
California
$224K +$212K +1,269 New
62 63
64
65 66