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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2126
Congress Wealth Management
Massachusetts
– -$208K -1,171 Closed
BSWM
2127
Boston Standard Wealth Management
Massachusetts
– -$207K -1,170 Closed
AOWM
2128
Alpha Omega Wealth Management
Virginia
– -$206K -1,165 Closed
SFM
2129
Signet Financial Management
New Jersey
– -$206K -1,165 Closed
EPP
2130
ETF Portfolio Partners
Kansas
– -$206K -1,164 Closed
DWM
2131
Drive Wealth Management
Utah
– -$206K -1,161 Closed
BIM
2132
Baldwin Investment Management
Pennsylvania
– -$204K -1,151 Closed
MECA
2133
Miller Equity Capital Advisors
Texas
– -$203K -1,146 Closed
WW
2134
Westshore Wealth
California
– -$202K -1,142 Closed
TWM
2135
Thrive Wealth Management
Pennsylvania
– -$202K -1,139 Closed
HTHT
2136
Hemenway Trust Hemenway Trust
New Hampshire
– -$201K -1,132 Closed
AAS
2137
Annex Advisory Services
Wisconsin
– -$200K -1,129 Closed
PCM
2138
Perritt Capital Management
Illinois
– -$110K -618 Closed
FFWM
2139
Future Financial Wealth Management
Ohio
– -$96K -542 Closed
CAM
2140
Clarity Asset Management
Iowa
– -$61.4K -347 Closed
CM
2141
Capula Management
Cayman Islands
– -$61.1K -345 Closed
MAM
2142
MMA Asset Management
Pennsylvania
– -$60.7K -342 Closed
NCTC
2143
New Covenant Trust Company
Indiana
– -$60.3K -340 Closed
LF
2144
LifeSteps Financial
California
– -$56.2K -317 Closed
NIC
2145
Northwest Investment Counselors
Oregon
– -$38K -214 Closed
DWA
2146
Dougherty Wealth Advisers
Minnesota
– -$35.4K -200 Closed
FSWA
2147
Financial Synergies Wealth Advisors
Texas
– -$26.3K -148 Closed
CWAF
2148
Core Wealth Advisors (Florida)
Florida
– -$24.8K -140 Closed
TC
2149
Truvestments Capital
Florida
– -$20.4K -115 Closed
WIA
2150
Wetzel Investment Advisors
Indiana
– -$18.3K -110 Closed
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