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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
2026
Pioneer Trust Bank
Oregon
– -$229K -1,692 Closed
CFS
2027
CRA Financial Services
New Jersey
– -$228K -1,684 Closed
MWM
2028
Manske Wealth Management
Texas
– -$227K -1,680 Closed
LFP
2029
Lakeshore Financial Planning
Michigan
– -$226K -1,673 Closed
JF
2030
Joule Financial
Kentucky
– -$226K -1,672 Closed
PWM
2031
Prentice Wealth Management
New York
– -$226K -1,672 Closed
OFS
2032
OneAscent Financial Services
Alabama
– -$226K -1,670 Closed
MIM
2033
MTM Investment Management
South Carolina
– -$223K -1,651 Closed
CCA
2034
Childress Capital Advisors
Texas
– -$223K -1,650 Closed
PFA
2035
Pure Financial Advisors
California
– -$222K -1,639 Closed
BFA
2036
Beaumont Financial Advisors
Massachusetts
– -$220K -1,626 Closed
FWA
2037
FSM Wealth Advisors
Ohio
– -$216K -1,622 Closed
AL
2038
Aspiriant LLC
California
– -$219K -1,618 Closed
HS
2039
Horan Securities
United States
– -$218K -1,613 Closed
JSW
2040
Journey Strategic Wealth
New Jersey
– -$218K -1,611 Closed
DC
2041
Diametric Capital
Massachusetts
– -$215K -1,594 Closed
TC
2042
TAGStone Capital
North Carolina
– -$215K -1,590 Closed
HPM
2043
Hoxton Planning & Management
West Virginia
– -$214K -1,581 Closed
CFG
2044
Clayton Financial Group
Missouri
– -$213K -1,579 Closed
AP
2045
Adero Partners
California
– -$213K -1,577 Closed
CAAS
2046
Capital Asset Advisory Services
Michigan
– -$214K -1,576 Closed
LWM
2047
Liberty Wealth Management
California
– -$212K -1,568 Closed
LC
2048
Lincoln Capital
Nebraska
– -$210K -1,553 Closed
MSCM
2049
McElhenny Sheffield Capital Management
Texas
– -$210K -1,550 Closed
BFW
2050
Brady Family Wealth
Missouri
– -$209K -1,543 Closed
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