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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2026
Cardiff Park Advisors
California
– -$225K -1,357 Closed
AWA
2027
Acorn Wealth Advisors
Michigan
– -$225K -1,356 Closed
LGG
2028
Luts & Greenleigh Group
Maryland
– -$224K -1,350 Closed
TLFA
2029
True Link Financial Advisors
California
– -$224K -1,350 Closed
TI
2030
tru Independence
Oregon
– -$223K -1,349 Closed
ACM
2031
Allred Capital Management
Texas
– -$223K -1,344 Closed
DIM
2032
Delta Investment Management
California
– -$221K -1,332 Closed
WA
2033
Wealth Advisors
California
– -$226K -1,330 Closed
DA
2034
Doliver Advisors
Texas
– -$219K -1,323 Closed
BCG
2035
Breakwater Capital Group
New Jersey
– -$219K -1,322 Closed
MHIC
2036
Marble Harbor Investment Counsel
Massachusetts
– -$219K -1,320 Closed
QPWM
2037
Quadrant Private Wealth Management
Pennsylvania
– -$218K -1,317 Closed
RIA
2038
Retirement Investment Advisors
Oklahoma
– -$218K -1,316 Closed
GIM
2039
Guild Investment Management
California
– -$217K -1,313 Closed
SWM
2040
Silverlake Wealth Management
Vermont
– -$217K -1,308 Closed
PCS
2041
Personal CFO Solutions
New Jersey
– -$214K -1,294 Closed
TA
2042
TruWealth Advisors
Louisiana
– -$214K -1,293 Closed
IAP
2043
Indie Asset Partners
Indiana
– -$214K -1,291 Closed
NB
2044
Nicolet Bankshares
Wisconsin
– -$214K -1,290 Closed
JF
2045
Joule Financial
Kentucky
– -$213K -1,288 Closed
TWM
2046
TriaGen Wealth Management
California
– -$213K -1,288 Closed
B
2047
Bridgeworth
Alabama
– -$211K -1,274 Closed
FFA
2048
Fi3 Financial Advisors
Indiana
– -$209K -1,262 Closed
FCM
2049
Firestone Capital Management
Florida
– -$208K -1,257 Closed
BC
2050
Barnett & Company
Tennessee
– -$207K -1,250 Closed
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