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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1851
Retirement Group
California
$32K +$3.78K +23 +14%
CWA
1852
Clearview Wealth Advisors
Oregon
$31.3K – – –
VCM
1853
Versant Capital Management
Arizona
$31.2K +$329 +2 +1%
AFS
1854
Annapolis Financial Services
Maryland
$31K – – –
KFI
1855
Key Financial Inc
Pennsylvania
$30.8K – – –
KFS
1856
Kelly Financial Services
Massachusetts
$29.7K +$329 +2 +1%
CT
1857
Clearstead Trust
Maine
$27.5K -$1.97K -12 -7%
DMKJ
1858
David M. Knott Jr
$27K – – –
KC
1859
Kenfarb & Co
Kentucky
$26.5K – – –
MWM
1860
Mascoma Wealth Management
New Hampshire
$26K – – –
SC
1861
Schubert & Co
Texas
$25.3K +$1.64K +10 +7%
DCM
1862
Disciplina Capital Management
Tennessee
$25.1K -$3.12K -19 -11%
OA
1863
Operose Advisors
Wisconsin
$24.3K – – –
LFA
1864
Level Financial Advisors
New York
$24.3K +$164 +1 +0.7%
AF
1865
Arrow Financial
New York
$24.2K – – –
SFG
1866
Steward Financial Group
Texas
$24K +$24.5K +149 New
IHWM
1867
Iron Horse Wealth Management
Iowa
$23.7K – – –
WTA
1868
Washington Trust Advisors
Massachusetts
$23.5K -$2.3K -14 -9%
FSWA
1869
Financial Synergies Wealth Advisors
Texas
$22.9K – – –
GWSA
1870
Global Wealth Strategies & Associates
Colorado
$22.7K -$7.23K -44 -24%
RDIA
1871
RE Dickinson Investment Advisors
Iowa
$22K – – –
SSC
1872
Syverson Strege & Co
Iowa
$21.8K +$164 +1 +0.8%
JMF
1873
Johnson Midwest Financial
Iowa
$21.7K +$164 +1 +0.8%
AWM
1874
Abound Wealth Management
Tennessee
$21.6K +$1.81K +11 +9%
BIA
1875
Bell Investment Advisors
California
$21.2K +$10.9K +66 +106%
73 74
75
76 77