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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1826
Core Alternative Capital
Georgia
$264K +$277K +1,141 New
CWA
1827
Cornerstone Wealth Advisors
Minnesota
$263K -$9.73K -40 -3%
MWM
1828
Maltin Wealth Management
New Jersey
$263K +$730 +3 +0.3%
OSNBOA
1829
Old Second National Bank of Aurora
Illinois
$263K +$7.29K +30 +2%
CCA
1830
Childress Capital Advisors
Texas
$262K -$185K -760 -40%
AP
1831
Adero Partners
California
$261K -$16.3K -67 -6%
LCM
1832
LCM Capital Management
Illinois
$261K – – –
CBOR
1833
Community Bank of Raymore
Missouri
$260K – – –
WWM
1834
Windsor Wealth Management
Indiana
$260K +$24.1K +99 +10%
OWA
1835
Octavia Wealth Advisors
Ohio
$260K +$39.2K +161 +17%
CI
1836
CX Institutional
Indiana
$259K -$18.5K -76 -6%
WCM
1837
Wedge Capital Management
North Carolina
$259K -$10.9K -45 -4%
1WM
1838
1900 Wealth Management
Texas
$259K +$243 +1 +0.1%
ATFA
1839
All Terrain Financial Advisors
Minnesota
$258K – – –
IAG
1840
Investmark Advisory Group
Connecticut
$258K +$271K +1,114 New
XT
1841
XTX Topco
Cayman Islands
$257K -$937K -3,852 -78%
HNW
1842
High Note Wealth
Minnesota
$257K -$243 -1 -0.1%
WPIC
1843
White Pine Investment Company
Michigan
$257K – – –
TIA
1844
Tandem Investment Advisors
South Carolina
$257K +$38.2K +157 +16%
MWM
1845
Merriman Wealth Management
Washington
$257K +$270K +1,111 New
GEA
1846
Glen Eagle Advisors
New Jersey
$255K +$64.4K +265 +32%
EA
1847
Elm Advisors
California
$255K – – –
FMC
1848
First Merchants Corp
Indiana
$255K – – –
MA
1849
Mezzasalma Advisors
New Jersey
$255K – – –
CAG
1850
Crestwood Advisors Group
Massachusetts
$255K +$31.4K +129 +13%
72 73
74
75 76