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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1601
Arden Trust
Delaware
$371K -$403K -1,861 -52%
WC
1602
Woodstock Corp
Massachusetts
$371K -$23.8K -110 -6%
MWM
1603
Modera Wealth Management
New Jersey
$370K -$884K -4,084 -70%
FSCM
1604
Front Street Capital Management
Montana
$370K – – –
VCA
1605
Verdence Capital Advisors
Maryland
$368K +$110K +509 +42%
SAM
1606
S.A. Mason
Michigan
$367K – – –
AA
1607
Aire Advisors
California
$365K -$27.5K -127 -7%
SFG
1608
Sather Financial Group
Texas
$365K +$45K +208 +14%
GAG
1609
GM Advisory Group
New York
$363K -$182K -843 -33%
CA
1610
Claro Advisors
Massachusetts
$362K – – –
PPWM
1611
Paragon Private Wealth Management
Kentucky
$362K +$9.52K +44 +2%
EC
1612
Enhancing Capital
Pennsylvania
$361K – – –
SWM
1613
Segment Wealth Management
Texas
$359K – – –
PTCG
1614
Pring Turner Capital Group
California
$357K +$75.7K +350 +26%
FANJ
1615
Financial Architects (New Jersey)
New Jersey
$356K -$31.8K -147 -8%
WIC
1616
Woodmont Investment Counsel
Tennessee
$356K -$216 -1 -0.1%
VCM
1617
Virtue Capital Management
Tennessee
$354K -$58.4K -270 -14%
FA
1618
Fiducient Advisors
Illinois
$354K -$13K -60 -3%
NWM
1619
Northcape Wealth Management
New York
$354K +$360K +1,666 New
CAM
1620
Cozad Asset Management
Illinois
$352K +$6.49K +30 +2%
PP
1621
PrairieView Partners
Minnesota
$352K +$18.2K +84 +5%
BWA
1622
Blodgett Wealth Advisors
California
$350K – – –
SG
1623
StoneX Group
New York
$349K -$31.2K -144 -8%
ACM
1624
AlphaStar Capital Management
North Carolina
$348K -$544K -2,513 -61%
CBFP
1625
Cedar Brook Financial Partners
Ohio
$347K -$24.2K -112 -6%
63 64
65
66 67