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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
Paulson Wealth Management
Illinois
$288K -$7.78K -32 -3%
CFD
1777
Creative Financial Designs
Indiana
$288K +$9.97K +41 +3%
CPSAC
1778
Chas P. Smith & Associates (CPS)
Florida
$288K +$17.8K +73 +6%
BCM
1779
Boltwood Capital Management
California
$287K – – –
MAG
1780
Mayfair Advisory Group
Alabama
$286K – – –
CCA
1781
Cobblestone Capital Advisors
New York
$285K -$13.1K -54 -4%
DWP
1782
Destiny Wealth Partners
Florida
$285K +$486 +2 +0.2%
GWM
1783
Gray Wealth Management
Maine
$285K +$66.9K +275 +29%
MM
1784
MQS Management
New York
$285K +$300K +1,233 New
LFA
1785
Legacy Financial Advisors
Kentucky
$284K -$7.78K -32 -3%
3F
1786
360 Financial
Minnesota
$284K +$13.9K +57 +5%
SWM
1787
Silverlake Wealth Management
Vermont
$283K +$298K +1,225 New
AWM
1788
Aprio Wealth Management
Georgia
$283K – – –
VCA
1789
Verdence Capital Advisors
Maryland
$283K – – –
AMC
1790
Asset Management Corp
Illinois
$283K +$297K +1,221 New
BAM
1791
Bosun Asset Management
Illinois
$282K +$296K +1,219 New
ISWM
1792
Independent Solutions Wealth Management
New York
$281K -$70.8K -291 -19%
CWM
1793
Connecticut Wealth Management
Connecticut
$281K -$14.8K -61 -5%
LWP
1794
Lumature Wealth Partners
Georgia
$281K +$46.7K +192 +19%
SW
1795
SkyOak Wealth
Michigan
$280K +$3.16K +13 +1%
LC
1796
LCNB Corp
Ohio
$280K +$24.6K +101 +9%
TAM
1797
Townsend Asset Management
North Carolina
$279K -$6.08K -25 -2%
CWP
1798
Corepath Wealth Partners
Arizona
$278K – – –
UWM
1799
USAdvisors Wealth Management
Minnesota
$278K +$293K +1,203 New
HCM
1800
Hollencrest Capital Management
California
$277K -$1.2M -4,932 -80%
70 71
72
73 74