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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1876
High Note Wealth
Minnesota
$219K -$17.3K -80 -7%
BSWM
1877
Boston Standard Wealth Management
Massachusetts
$219K – – –
SEEDPG
1878
S.E.E.D. Planning Group
New York
$219K – – –
LC
1879
Lincoln Capital
Nebraska
$218K – – –
FG
1880
Fiduciary Group
Georgia
$218K +$2.81K +13 +1%
TFA
1881
Teamwork Financial Advisors
Texas
$216K -$1.38M -6,360 -86%
ACM
1882
Allred Capital Management
Texas
$216K -$58K -268 -21%
TA
1883
TruWealth Advisors
Louisiana
$216K +$15.4K +71 +7%
TWM
1884
Thrive Wealth Management
Pennsylvania
$216K +$220K +1,016 New
CCP
1885
Cassia Capital Partners
North Carolina
$215K +$6.71K +31 +3%
CWA
1886
Clarus Wealth Advisors
Arizona
$214K +$202K +933 New
SAM
1887
Sompo Asset Management
Japan
$214K +$219K +1,010 New
SPC
1888
Stewart & Patten Company
California
$213K +$7.14K +33 +3%
CAIMH
1889
Central Asset Investments & Management Holdings
Hong Kong
$212K – – –
DMC
1890
Drexel Morgan & Co
Pennsylvania
$212K – – –
RC
1891
Reik & Co
New York
$212K – – –
GBT
1892
Grove Bank & Trust
Florida
$212K +$21.9K +101 +11%
CC
1893
Constitution Capital
Connecticut
$212K +$216K +1,000 New
WAOI
1894
Wealth Advisors of Iowa
Iowa
$211K +$215K +992 New
MFG
1895
Magnus Financial Group
New York
$211K +$215K +993 New
PWM
1896
PBMares Wealth Management
Virginia
$210K +$6.49K +30 +3%
EHWM
1897
Eads & Heald Wealth Management
Georgia
$209K -$14.1K -65 -6%
DDC
1898
DF Dent & Co
Maryland
$209K – – –
AIP
1899
Ahrens Investment Partners
Louisiana
$208K -$87.4K -404 -29%
ISL
1900
Ingalls & Snyder LLC
New York
$208K -$45.4K -210 -18%
74 75
76
77 78