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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1676
Trueblood Wealth Management
Ohio
$215K – – –
HC
1677
Hamilton Capital
Ohio
$214K -$5.81K -39 -3%
LFP
1678
Lakeshore Financial Planning
Michigan
$214K +$204K +1,372 New
AC
1679
Avory & Company
Florida
$214K -$1.34K -9 -0.7%
SPC
1680
Spirepoint Private Client
Florida
$213K -$265K -1,782 -57%
CCG
1681
Catalina Capital Group
California
$212K -$5.81K -39 -3%
UL
1682
Unionview LLC
Washington
$212K – – –
CPA
1683
Cardiff Park Advisors
California
$212K – – –
EI
1684
EDMP Inc
Florida
$212K – – –
OLVIG
1685
Oliver Lagore Vanvalin Investment Group
Michigan
$211K -$14.9K -100 -7%
JIR
1686
James Investment Research
Ohio
$211K – – –
WFI
1687
West Family Investments
California
$210K +$201K +1,349 New
SW
1688
Simplicity Wealth
New Jersey
$210K -$1.49M -10,029 -88%
FMN
1689
Financial Management Network
California
$210K +$205K +1,375 New
HCP
1690
Hexagon Capital Partners
Arkansas
$209K +$22.8K +153 +13%
CC
1691
Corton Capital
Ontario, Canada
$209K +$200K +1,344 New
SEIA
1692
Signature Estate & Investment Advisors
California
$209K +$200K +1,343 New
MIM
1693
Morningstar Investment Management
Illinois
$209K +$197K +1,322 New
FDDB
1694
Fidelity D&D Bancorp
Pennsylvania
$208K +$199K +1,336 New
KIC
1695
Keating Investment Counselors
Florida
$208K -$18.6K -125 -9%
OWA
1696
One Wealth Advisors
California
$207K +$198K +1,329 New
ACI
1697
Alpha Cubed Investments
California
$207K +$198K +1,328 New
CPC
1698
Consolidated Planning Corp
Georgia
$207K +$197K +1,326 New
HNW
1699
High Note Wealth
Minnesota
$206K -$4.32K -29 -2%
TWM
1700
TriaGen Wealth Management
California
$206K +$197K +1,322 New
66 67
68
69 70