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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1676
Legacy Advisors
Pennsylvania
$256K -$61.6K -405 -22%
SWM
1677
Segment Wealth Management
Texas
$254K +$218K +1,435 New
BFM
1678
Boston Financial Management
Massachusetts
$254K +$3.35K +22 +2%
TWM
1679
Trueblood Wealth Management
Ohio
$253K -$39.3K -258 -15%
AAMC
1680
Asset Allocation & Management Company
Illinois
$253K – – –
IWA
1681
Invera Wealth Advisors
Oregon
$253K +$231K +1,518 New
CWG
1682
Cornerstone Wealth Group
North Carolina
$252K +$217K +1,424 New
VCM
1683
Virtue Capital Management
Tennessee
$252K -$139K -911 -38%
HBT
1684
Hills Bank & Trust
Iowa
$251K +$35.3K +232 +20%
XSC
1685
X-Square Capital
Puerto Rico
$250K +$7.61K +50 +3%
SCM
1686
Schnieders Capital Management
California
$250K – – –
SRL
1687
Scientech Research LLC
New Jersey
$250K +$215K +1,410 New
SIA
1688
Schear Investment Advisers
Ohio
$250K -$154K -1,014 -42%
AC
1689
Allstate Corporation
Illinois
$250K -$40.9K -269 -16%
GAM
1690
Gemmer Asset Management
California
$250K +$214K +1,408 New
FAG
1691
Fortitude Advisory Group
Washington
$249K +$214K +1,407 New
GWM
1692
Geneos Wealth Management
Colorado
$249K -$7.3K -48 -3%
IIM
1693
InTrack Investment Management
Vermont
$249K +$214K +1,405 New
FFA
1694
Fi3 Financial Advisors
Indiana
$249K +$239K +1,573 New
GWMR
1695
GC Wealth Management RIA
Massachusetts
$248K +$213K +1,402 New
CAG
1696
Csenge Advisory Group
Florida
$248K +$213K +1,397 New
LFA
1697
Legacy Financial Advisors
Kentucky
$246K +$211K +1,387 New
AC
1698
Avory & Company
Florida
$246K -$95.8K -630 -31%
RWB
1699
RMR Wealth Builders
New Jersey
$245K +$211K +1,384 New
USWIA
1700
UP Strategic Wealth Investment Advisors
Pennsylvania
$245K -$4.87K -32 -2%
66 67
68
69 70