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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1901
Waterway Wealth Management
Texas
– -$498K -3,682 Closed
WP
1902
WMS Partners
Maryland
– -$484K -3,582 Closed
WTG
1903
West Tower Group
Virginia
– -$460K -3,400 Closed
NFA
1904
Northern Financial Advisors
Michigan
– -$456K -3,376 Closed
CFG
1905
Cooper Financial Group
California
– -$454K -3,360 Closed
NWMG
1906
National Wealth Management Group
Ohio
– -$448K -3,315 Closed
HCG
1907
Haven Capital Group
California
– -$447K -3,303 Closed
B
1908
BetterWealth
California
– -$446K -3,300 Closed
PIM
1909
Profit Investment Management
Maryland
– -$441K -3,260 Closed
1WM
1910
1858 Wealth Management
Ohio
– -$437K -3,234 Closed
AW
1911
Alteri Wealth
California
– -$410K -3,033 Closed
WFMPM
1912
Woodley Farra Manion Portfolio Management
Indiana
– -$409K -3,028 Closed
UB
1913
Umpqua Bank
Oregon
– -$398K -2,920 Closed
MWM
1914
Mindset Wealth Management
Indiana
– -$387K -2,866 Closed
GC
1915
GFG Capital
Florida
– -$385K -2,849 Closed
FHB
1916
First Hawaiian Bank
Hawaii
– -$381K -2,822 Closed
NI
1917
Natural Investments
California
– -$374K -2,767 Closed
BHWM
1918
Bar Harbor Wealth Management
New Hampshire
– -$364K -2,696 Closed
FAFN
1919
First Affirmative Financial Network
Colorado
– -$357K -2,643 Closed
CNTOF
1920
Canandaigua National Trust of Florida
New York
– -$356K -2,630 Closed
FC
1921
Farringdon Capital
United Kingdom
– -$355K -2,625 Closed
GKWIM
1922
Gerber Kawasaki Wealth & Investment Management
California
– -$350K -2,591 Closed
WTB
1923
Washington Trust Bank
Washington
– -$345K -2,551 Closed
NAS
1924
Nicolet Advisory Services
Wisconsin
– -$356K -2,512 Closed
VHAM
1925
Van Hulzen Asset Management
California
– -$339K -2,510 Closed
75 76
77
78 79