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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1826
Clearview Wealth Advisors
Oregon
$30K +$1.6K +10 +5%
AFS
1827
Annapolis Financial Services
Maryland
$30K +$16.2K +101 +96%
KFI
1828
Key Financial Inc
Pennsylvania
$28K – – –
OA
1829
Operose Advisors
Wisconsin
$28K – – –
VCM
1830
Versant Capital Management
Arizona
$28K +$3.04K +19 +11%
BIA
1831
Bell Investment Advisors
California
$28K +$16.8K +105 +122%
MWM
1832
Mascoma Wealth Management
New Hampshire
$27K – – –
AW
1833
Avion Wealth
Texas
$27K +$160 +1 +0.6%
KFS
1834
Kelly Financial Services
Massachusetts
$26.3K +$1.92K +12 +7%
CT
1835
Clearstead Trust
Maine
$26K +$28.5K +178 New
DCM
1836
Disciplina Capital Management
Tennessee
$25.1K +$160 +1 +0.6%
RG
1837
Retirement Group
California
$24K -$21.9K -137 -46%
WBC
1838
West Branch Capital
Massachusetts
$24K – – –
SC
1839
Schubert & Co
Texas
$24K +$11.8K +74 +82%
EIP
1840
Ellis Investment Partners
Pennsylvania
$24K +$16.2K +101 +153%
KC
1841
Kenfarb & Co
Kentucky
$24K +$25.6K +160 New
WTA
1842
Washington Trust Advisors
Massachusetts
$23K -$72.4K -452 -74%
CTB
1843
Country Trust Bank
Illinois
$23K -$10.7K -67 -30%
NWM
1844
Navigation Wealth Management
Colorado
$23K – – –
AF
1845
Arrow Financial
New York
$22K – – –
LFA
1846
Level Financial Advisors
New York
$22K – – –
DMKJ
1847
David M. Knott Jr
$21K – – –
AWM
1848
Abound Wealth Management
Tennessee
$20.4K +$22.1K +138 New
IHWM
1849
Iron Horse Wealth Management
Iowa
$20K -$7.84K -49 -27%
RDIA
1850
RE Dickinson Investment Advisors
Iowa
$20K -$7.84K -49 -27%
72 73
74
75 76