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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1726
High Note Wealth
Minnesota
$269K +$2.41K +11 +1%
WA
1727
WealthTrust Axiom
Pennsylvania
$268K – – –
HTHT
1728
Hemenway Trust Hemenway Trust
New Hampshire
$268K +$243K +1,110 New
RB
1729
Renasant Bank
Mississippi
$268K +$243K +1,112 New
FIM
1730
FWL Investment Management
Texas
$267K – – –
XS
1731
XR Securities
Illinois
$266K -$513K -2,344 -68%
MA
1732
Mezzasalma Advisors
New Jersey
$266K – – –
CCMD
1733
Cypress Capital Management (Delaware)
Delaware
$265K -$17.3K -79 -7%
NCM
1734
Noesis Capital Mangement
Florida
$265K -$1.53K -7 -0.7%
MLFP
1735
MPS Loria Financial Planners
Illinois
$265K +$22.1K +101 +10%
IF
1736
IRON Financial
Illinois
$265K +$239K +1,094 New
FG
1737
Fiduciary Group
Georgia
$263K -$21.9K -100 -9%
AP
1738
Adero Partners
California
$263K +$1.53K +7 +0.6%
BWP
1739
BSW Wealth Partners
Colorado
$263K +$238K +1,086 New
MIA
1740
MainStreet Investment Advisors
Illinois
$262K -$876 -4 -0.4%
SOW
1741
State of Wyoming
Wyoming
$262K +$237K +1,084 New
KFGK
1742
Keystone Financial Group (Kentucky)
Kentucky
$261K +$236K +1,079 New
BO
1743
BRR OpCo
Ohio
$260K -$43.8K -200 -16%
AA
1744
Apriem Advisors
California
$260K -$5.91K -27 -2%
BCA
1745
Bray Capital Advisors
Florida
$260K – – –
RCG
1746
Rock Creek Group
District of Columbia
$260K +$45.3K +207 +24%
IP
1747
Investment Partners
Ohio
$259K +$219 +1 +0.1%
HS
1748
Horan Securities
United States
$259K +$75.1K +343 +47%
CPSAC
1749
Chas P. Smith & Associates (CPS)
Florida
$259K +$235K +1,072 New
HIP
1750
HUB Investment Partners
Texas
$258K -$76.2K -348 -25%
68 69
70
71 72