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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1951
Consolidated Planning Corp
Georgia
– -$397K -2,398 Closed
JSL
1952
JT Stratford LLC
Georgia
– -$396K -2,390 Closed
HIC
1953
Holderness Investments Company
North Carolina
– -$391K -2,358 Closed
LA
1954
Lifeworks Advisors
Michigan
– -$389K -2,350 Closed
LA
1955
Legacy Advisors
Pennsylvania
– -$379K -2,287 Closed
FWP
1956
FAS Wealth Partners
Kansas
– -$370K -2,232 Closed
BWP
1957
Balboa Wealth Partners
Arizona
– -$360K -2,172 Closed
AP
1958
Appleton Partners
Massachusetts
– -$356K -2,149 Closed
PMG
1959
ProVise Management Group
Florida
– -$354K -2,138 Closed
ANTB
1960
AMG National Trust Bank
Colorado
– -$348K -2,104 Closed
RBCM
1961
Raub Brock Capital Management
California
– -$348K -2,103 Closed
PWM
1962
PRW Wealth Management
Massachusetts
– -$325K -2,060 Closed
QI
1963
Qtron Investments
Massachusetts
– -$337K -2,037 Closed
KFC
1964
Klingenstein Fields & Co
New York
– -$335K -2,020 Closed
SC
1965
Shay Capital
New York
– -$297K -2,000 Closed
MAM
1966
MMA Asset Management
Pennsylvania
– -$328K -1,983 Closed
CIC
1967
Chilton Investment Company
Connecticut
– -$310K -1,874 Closed
QPW
1968
Quantum Private Wealth
Florida
– -$301K -1,816 Closed
JSW
1969
Journey Strategic Wealth
New Jersey
– -$298K -1,802 Closed
CCM
1970
Crew Capital Management
Ohio
– -$290K -1,751 Closed
T
1971
TCWP
Ohio
– -$287K -1,730 Closed
HFP
1972
Holistic Financial Partners
Indiana
– -$283K -1,706 Closed
XF
1973
XML Financial
Maryland
– -$276K -1,665 Closed
SFG
1974
Sather Financial Group
Texas
– -$274K -1,655 Closed
PFGIA
1975
Patriot Financial Group Insurance Agency
Massachusetts
– -$273K -1,649 Closed
77 78
79
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