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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1626
SkyOak Wealth
Michigan
$236K -$10.9K -73 -5%
IWA
1627
IVC Wealth Advisors
Pennsylvania
$236K -$447 -3 -0.2%
CIP
1628
Convergence Investment Partners
Florida
$236K -$3.43K -23 -1%
AFWM
1629
Abich Financial Wealth Management
Virginia
$235K +$36.5K +245 +19%
HWA
1630
HCR Wealth Advisors
California
$234K +$224K +1,503 New
HBT
1631
Hills Bank & Trust
Iowa
$234K +$13K +87 +6%
PWM
1632
PBMares Wealth Management
Virginia
$234K – – –
MIP
1633
Marietta Investment Partners
Wisconsin
$234K – – –
V
1634
VeraBank
Texas
$234K -$1.94K -13 -0.9%
MIC
1635
Means Investment Company
Maine
$233K -$9.23K -62 -4%
LRPA
1636
L. Roy Papp & Associates
Arizona
$232K – – –
SGCA
1637
Steel Grove Capital Advisors
Tennessee
$232K -$4.02K -27 -2%
CTA
1638
Colonial Trust Advisors
South Carolina
$230K – – –
CCIA
1639
Cherry Creek Investment Advisors
Colorado
$230K +$1.34K +9 +0.6%
LGG
1640
Luts & Greenleigh Group
Maryland
$230K -$596 -4 -0.3%
JWM
1641
Jeppson Wealth Management
California
$229K – – –
ES
1642
ETF Store
Kansas
$229K +$1.04K +7 +0.5%
AL
1643
Aspiriant LLC
California
$228K -$31.3K -210 -13%
BLC
1644
Brown, Lisle/Cummings
Rhode Island
$228K – – –
WCA
1645
Waypoint Capital Advisors
Minnesota
$228K +$13.9K +93 +7%
CWM
1646
Cahaba Wealth Management
Georgia
$227K +$149 +1 +0.1%
CIC
1647
Carnegie Investment Counsel
Ohio
$226K -$149K -1,000 -41%
BSG
1648
Black Swift Group
Colorado
$226K +$216K +1,450 New
RCWM
1649
Royal Capital Wealth Management
Indiana
$225K -$20K -134 -8%
CG
1650
CFO4Life Group
Texas
$225K -$21.7K -146 -9%
64 65
66
67 68