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Target
TGT

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