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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1601
Enhancing Capital
Pennsylvania
$230K +$244K +1,700 New
RFA
1602
Resurgent Financial Advisors
Georgia
$229K -$6.59K -46 -3%
AW
1603
Alaethes Wealth
Nevada
$229K -$13.6K -95 -5%
PTB
1604
Pioneer Trust Bank
Oregon
$229K -$12.6K -88 -5%
SHGA
1605
Sand Hill Global Advisors
California
$228K -$22.9K -160 -9%
CFS
1606
CRA Financial Services
New Jersey
$228K -$71.2K -497 -23%
MWM
1607
Manske Wealth Management
Texas
$227K +$241K +1,680 New
WIM
1608
Westside Investment Management
California
$226K -$1.58K -11 -0.7%
LFP
1609
Lakeshore Financial Planning
Michigan
$226K +$43.1K +301 +22%
PWM
1610
Prentice Wealth Management
New York
$226K -$20.8K -145 -8%
JF
1611
Joule Financial
Kentucky
$226K +$16.2K +113 +7%
UFF
1612
USA Financial Formulas
Michigan
$226K -$11.9K -83 -5%
OFS
1613
OneAscent Financial Services
Alabama
$226K +$239K +1,670 New
LCWP
1614
Legacy Capital Wealth Partners
Arkansas
$226K -$221K -1,542 -48%
BTD
1615
BankPlus Trust Department
Mississippi
$223K +$237K +1,651 New
MIM
1616
MTM Investment Management
South Carolina
$223K +$1.58K +11 +0.7%
CCA
1617
Childress Capital Advisors
Texas
$223K -$143 -1 -0.1%
CT
1618
Colonial Trust
South Carolina
$222K +$17.1K +119 +8%
PFA
1619
Pure Financial Advisors
California
$222K -$17.8K -124 -7%
BFA
1620
Beaumont Financial Advisors
Massachusetts
$220K -$1.72K -12 -0.7%
MTIC
1621
Missouri Trust & Investment Company
Missouri
$220K -$136K -950 -37%
CG
1622
Clifford Group
Massachusetts
$219K -$319K -2,229 -58%
AL
1623
Aspiriant LLC
California
$219K +$21.8K +152 +10%
HS
1624
Horan Securities
United States
$218K -$2.72K -19 -1%
JSW
1625
Journey Strategic Wealth
New Jersey
$218K -$20.5K -143 -8%
63 64
65
66 67