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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1601
HUB Investment Partners
Texas
$244K +$233K +1,565 New
CTWM
1602
Cherry Tree Wealth Management
Minnesota
$244K +$149 +1 +0.1%
LWM
1603
Lakeridge Wealth Management
Ohio
$243K +$1.49K +10 +0.6%
JF
1604
Joule Financial
Kentucky
$243K +$25.6K +172 +12%
SB
1605
Strategic Blueprint
Georgia
$243K -$92.6K -622 -29%
WMP
1606
Wealth Management Partners
Arizona
$242K -$447 -3 -0.2%
CWG
1607
Cornerstone Wealth Group
North Carolina
$242K +$2.53K +17 +1%
HA
1608
Herold Advisors
New York
$242K +$894 +6 +0.4%
MSCM
1609
McElhenny Sheffield Capital Management
Texas
$242K – – –
MFA
1610
Mayflower Financial Advisors
Massachusetts
$241K +$4.47K +30 +2%
BFA
1611
Brendel Financial Advisors
New Hampshire
$241K – – –
RAG
1612
RIA Advisory Group
Iowa
$241K +$230K +1,545 New
EWA
1613
EverSource Wealth Advisors
Alabama
$241K -$18.2K -122 -7%
AGWCA
1614
Annis Gardner Whiting Capital Advisors
Florida
$240K -$74.5K -500 -24%
BFW
1615
Brady Family Wealth
Missouri
$240K – – –
OHWP
1616
Oak Harbor Wealth Partners
North Carolina
$240K – – –
SIA
1617
Schear Investment Advisers
Ohio
$240K +$13.3K +89 +6%
KMWM
1618
Keudell/Morrison Wealth Management
Oregon
$240K -$105K -703 -31%
SCM
1619
Schnieders Capital Management
California
$240K +$19.1K +128 +9%
IAS
1620
Investment Advisory Services
Texas
$240K +$149 +1 +0.1%
WPA
1621
West Paces Advisors
Georgia
$239K +$154K +1,034 +206%
TPW
1622
TL Private Wealth
Texas
$238K – – –
GWP
1623
Gateway Wealth Partners
Wisconsin
$238K +$298 +2 +0.1%
FCB
1624
First County Bank
Connecticut
$238K -$4.62K -31 -2%
CT
1625
Colonial Trust
South Carolina
$238K +$12.2K +82 +6%
63 64
65
66 67