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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1751
Miracle Mile Advisors
California
$299K -$39.2K -161 -11%
WKWM
1752
Walter & Keenan Wealth Management
Indiana
$299K – – –
CWA
1753
Clarity Wealth Advisors
California
$299K +$2.43K +10 +0.8%
WCA
1754
Waypoint Capital Advisors
Minnesota
$299K +$314K +1,290 New
ACM
1755
Allred Capital Management
Texas
$298K +$19.9K +82 +7%
HPWM
1756
Highland Private Wealth Management
Washington
$298K +$53.5K +220 +21%
FDCC
1757
Foster Dykema Cabot & Co
Massachusetts
$297K – – –
JF
1758
JSF Financial
California
$296K -$153K -631 -33%
MWPCG
1759
Measured Wealth Private Client Group
New Hampshire
$296K – – –
MCA
1760
Magnolia Capital Advisors
Mississippi
$296K +$63.7K +262 +26%
MCM
1761
Morton Capital Management
California
$295K +$310K +1,275 New
CIP
1762
Capital Insight Partners
Arizona
$295K – – –
HS
1763
Horan Securities
United States
$295K +$311K +1,277 New
PCM
1764
Poehling Capital Management
Wisconsin
$294K – – –
KPCM
1765
Kings Point Capital Management
New York
$294K +$12.9K +53 +4%
CWM
1766
Curi Wealth Management
North Carolina
$293K +$486 +2 +0.2%
PAA
1767
Peregrine Asset Advisers
Oregon
$292K – – –
RF
1768
RHS Financial
California
$292K – – –
MHIC
1769
Marble Harbor Investment Counsel
Massachusetts
$292K +$9K +37 +3%
KPW
1770
Kore Private Wealth
New York
$291K -$245K -1,006 -44%
NEGWA
1771
New England Guild Wealth Advisors
Connecticut
$291K – – –
PSB
1772
Piscataqua Savings Bank
New Hampshire
$291K – – –
TWM
1773
TriaGen Wealth Management
California
$291K +$1.22K +5 +0.4%
C
1774
Certuity
Florida
$289K -$99.2K -408 -25%
SCP
1775
Seizert Capital Partners
Michigan
$289K -$69.3K -285 -19%
69 70
71
72 73