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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1651
NBW Capital
Massachusetts
$267K +$229K +1,507 New
SFC
1652
Strategic Financial Concepts
Texas
$267K +$229K +1,506 New
BC
1653
Broadwater Capital
Massachusetts
$267K – – –
BCM
1654
Bourgeon Capital Management
Connecticut
$266K -$121K -797 -35%
MIP
1655
Marietta Investment Partners
Wisconsin
$266K – – –
TCG
1656
Transcendent Capital Group
Oklahoma
$266K +$1.22K +8 +0.5%
IF
1657
IRON Financial
Illinois
$264K -$49.6K -326 -18%
LRPA
1658
L. Roy Papp & Associates
Arizona
$264K -$10.6K -70 -4%
DCM
1659
DGS Capital Management
New Jersey
$264K -$1.67K -11 -0.7%
LPAM
1660
Lodestar Private Asset Management
California
$263K +$152 +1 +0.1%
EWA
1661
EverSource Wealth Advisors
Alabama
$263K +$18K +118 +8%
MAG
1662
Mayfair Advisory Group
Alabama
$262K +$225K +1,478 New
JWM
1663
Jeppson Wealth Management
California
$261K -$1.67K -11 -0.7%
RIA
1664
Realta Investment Advisors
Delaware
$261K -$43.8K -288 -16%
SG
1665
Somerset Group
Minnesota
$260K – – –
BO
1666
Bank OZK
Arkansas
$260K +$223K +1,469 New
AF
1667
Apexium Financial
Texas
$260K -$60.4K -397 -21%
CT
1668
Colonial Trust
South Carolina
$259K -$12K -79 -5%
HNW
1669
High Note Wealth
Minnesota
$259K -$609 -4 -0.3%
PPA
1670
Painted Porch Advisors
California
$258K +$222K +1,458 New
SIC
1671
SJS Investment Consulting
Ohio
$258K -$15.5K -102 -7%
HPM
1672
Hoxton Planning & Management
West Virginia
$257K +$221K +1,453 New
ES
1673
ETF Store
Kansas
$257K +$1.06K +7 +0.5%
BRA
1674
Bender Robert & Associates
California
$257K – – –
CTA
1675
Colonial Trust Advisors
South Carolina
$256K -$2.43K -16 -1%
65 66
67
68 69