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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1951
JT Stratford LLC
Georgia
– -$396K -2,390 Closed
HIC
1952
Holderness Investments Company
North Carolina
– -$391K -2,358 Closed
LA
1953
Lifeworks Advisors
Michigan
– -$389K -2,350 Closed
LA
1954
Legacy Advisors
Pennsylvania
– -$379K -2,287 Closed
FWP
1955
FAS Wealth Partners
Kansas
– -$370K -2,232 Closed
BWP
1956
Balboa Wealth Partners
Arizona
– -$360K -2,172 Closed
AP
1957
Appleton Partners
Massachusetts
– -$356K -2,149 Closed
PMG
1958
ProVise Management Group
Florida
– -$354K -2,138 Closed
ANTB
1959
AMG National Trust Bank
Colorado
– -$348K -2,104 Closed
RBCM
1960
Raub Brock Capital Management
California
– -$348K -2,103 Closed
PWM
1961
PRW Wealth Management
Massachusetts
– -$325K -2,060 Closed
QI
1962
Qtron Investments
Massachusetts
– -$337K -2,037 Closed
KFC
1963
Klingenstein Fields & Co
New York
– -$335K -2,020 Closed
SC
1964
Shay Capital
New York
– -$297K -2,000 Closed
MAM
1965
MMA Asset Management
Pennsylvania
– -$328K -1,983 Closed
CIC
1966
Chilton Investment Company
Connecticut
– -$310K -1,874 Closed
QPW
1967
Quantum Private Wealth
Florida
– -$301K -1,816 Closed
JSW
1968
Journey Strategic Wealth
New Jersey
– -$298K -1,802 Closed
CCM
1969
Crew Capital Management
Ohio
– -$290K -1,751 Closed
T
1970
TCWP
Ohio
– -$287K -1,730 Closed
HFP
1971
Holistic Financial Partners
Indiana
– -$283K -1,706 Closed
XF
1972
XML Financial
Maryland
– -$276K -1,665 Closed
SFG
1973
Sather Financial Group
Texas
– -$274K -1,655 Closed
PFGIA
1974
Patriot Financial Group Insurance Agency
Massachusetts
– -$273K -1,649 Closed
MAWA
1975
Moss Adams Wealth Advisors
Washington
– -$272K -1,640 Closed
77 78
79
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