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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1801
Ackerman Capital Advisors
Texas
$250K – – –
LWM
1802
Liberty Wealth Management
California
$250K +$433 +2 +0.2%
BSB
1803
Bangor Savings Bank
Maine
$250K +$4.33K +20 +2%
DA
1804
DSC Advisors
Illinois
$250K +$255K +1,177 New
AOWM
1805
Alpha Omega Wealth Management
Virginia
$249K +$18K +83 +8%
UL
1806
Unionview LLC
Washington
$248K +$43.3K +200 +21%
RWP
1807
RWA Wealth Partners
Massachusetts
$248K +$64.5K +298 +34%
EPP
1808
ETF Portfolio Partners
Kansas
$247K – – –
CA
1809
Crewe Advisors
Utah
$247K +$72.5K +335 +40%
CSIA
1810
Charles Schwab Investment Advisory
California
$247K +$251K +1,162 New
WA
1811
Wambolt & Associates
Colorado
$246K -$2.38K -11 -0.9%
CC
1812
Corsicana & Co
Texas
$246K +$186K +860 +287%
MECA
1813
Miller Equity Capital Advisors
Texas
$245K – – –
WA
1814
WealthTrust Axiom
Pennsylvania
$244K – – –
OWA
1815
Octavia Wealth Advisors
Ohio
$244K +$6.06K +28 +2%
LAS
1816
LWM Advisory Services
Florida
$243K +$22.5K +104 +10%
SCM
1817
Schnieders Capital Management
California
$242K -$45.4K -210 -16%
LWP
1818
Lumature Wealth Partners
Georgia
$241K -$16.9K -78 -6%
ORC
1819
O'Rourke & Company
Massachusetts
$240K +$46.5K +215 +23%
OBWG
1820
Onyx Bridge Wealth Group
New York
$240K +$225K +1,039 New
PWMG
1821
Prestige Wealth Management Group
New Jersey
$239K -$208K -963 -46%
RCG
1822
Regatta Capital Group
California
$239K -$65.8K -304 -21%
FAG
1823
Fortitude Advisory Group
Washington
$239K -$53K -245 -18%
CBOR
1824
Community Bank of Raymore
Missouri
$239K – – –
FMC
1825
First Merchants Corp
Indiana
$239K +$5.19K +24 +2%
71 72
73
74 75