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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Collaborative Wealth Management
Florida
$209K +$219K +901 New
BAS
1952
Brown Advisory Securities
Maryland
$208K -$580K -2,386 -73%
RHBC
1953
R.H. Bluestein & Co
Michigan
$208K -$4.86K -20 -2%
HIC
1954
Harvey Investment Company
Kentucky
$208K – – –
IWA
1955
Inspirion Wealth Advisors
Illinois
$208K – – –
ABLA
1956
Alan B. Lancz & Associates
Ohio
$208K +$219K +900 New
GBT
1957
Grove Bank & Trust
Florida
$207K -$15.8K -65 -7%
WCF
1958
West Coast Financial
California
$206K – – –
FCM
1959
Firestone Capital Management
Florida
$205K – – –
AA
1960
Addison Advisors
Vermont
$205K +$116K +479 +117%
AC
1961
ASB Consultores
Florida
$205K +$215K +885 New
AFA
1962
American Financial Advisors
Georgia
$204K +$1.46K +6 +0.7%
SCM
1963
Southport Capital Management
Tennessee
$203K -$64.2K -264 -23%
EA
1964
Emerald Advisors
Washington
$203K +$213K +875 New
NW
1965
NewEdge Wealth
Pennsylvania
$203K +$214K +878 New
KP
1966
Keel Point
Alabama
$202K -$44.5K -183 -17%
SFO
1967
Stokes Family Office
Louisiana
$202K -$31.9K -131 -13%
HHGA
1968
Halbert Hargrove Global Advisors
California
$202K -$25K -103 -11%
BFA
1969
Bill Few Associates
Pennsylvania
$202K +$212K +871 New
RWP
1970
RWA Wealth Partners
Massachusetts
$202K +$212K +872 New
TFO
1971
Tarbox Family Office
California
$196K -$243 -1 -0.1%
NSB
1972
Norway Savings Bank
Maine
$193K -$4.86K -20 -2%
CA
1973
Crewe Advisors
Utah
$192K +$191K +787 +1,789%
GC
1974
Globeflex Capital
California
$185K -$11.4K -47 -6%
GCL
1975
Gouws Capital LLC
North Carolina
$185K +$195K +800 New
77 78
79
80 81