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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1651
CFO4Life Group
Texas
$225K -$21.7K -146 -9%
SHFA
1652
SS&H Financial Advisors
Michigan
$224K – – –
WC
1653
Waterloo Capital
Texas
$224K -$911K -6,114 -81%
BOH
1654
Bank of Hawaii
Hawaii
$224K -$145K -974 -40%
PPA
1655
Painted Porch Advisors
California
$223K -$3.57K -24 -2%
PPC
1656
Park Place Capital
Alabama
$223K -$20.6K -138 -9%
XSC
1657
X-Square Capital
Puerto Rico
$223K -$6.11K -41 -3%
AAMC
1658
Asset Allocation & Management Company
Illinois
$223K – – –
IF
1659
IRON Financial
Illinois
$222K -$4.17K -28 -2%
FG
1660
Foster Group
Iowa
$222K -$292K -1,961 -58%
SWM
1661
Segment Wealth Management
Texas
$222K – – –
SAW
1662
Signal Advisors Wealth
Michigan
$222K +$212K +1,423 New
CRWM
1663
Castle Rock Wealth Management
California
$222K +$7.15K +48 +3%
AC
1664
ASB Consultores
Florida
$221K -$16.7K -112 -7%
CH
1665
Cromwell Holdings
Wyoming
$220K – – –
BC
1666
Broadwater Capital
Massachusetts
$219K -$14.9K -100 -7%
BFM
1667
Boston Financial Management
Massachusetts
$219K -$2.08K -14 -1%
EPW
1668
Evergreen Private Wealth
Colorado
$219K +$209K +1,403 New
CAG
1669
Csenge Advisory Group
Florida
$218K -$9.09K -61 -4%
FIM
1670
Freedom Investment Management
Connecticut
$217K -$128K -862 -38%
MAG
1671
Mayfair Advisory Group
Alabama
$217K -$7.75K -52 -4%
FFO
1672
Fortitude Family Office
Arizona
$216K +$108K +726 +110%
IIA
1673
Integral Investment Advisors
California
$215K – – –
FCA
1674
FLC Capital Advisors
California
$215K -$32.8K -220 -14%
BFA
1675
Bright Financial Advisors
Michigan
$215K – – –
65 66
67
68 69