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Targa Resources
TRGP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
501
Wealthspan Partners
Iowa
$347K – – –
IWC
502
Integrated Wealth Concepts
Massachusetts
$346K -$23.5K -249 -7%
KPWS
503
Kestra Private Wealth Services
Texas
$345K +$377 +4 +0.1%
HFM
504
Harvest Fund Management
China
$344K +$284K +3,012 +5,193%
NP
505
NorthRock Partners
Minnesota
$344K +$3.87K +41 +1%
SWA
506
SFMG Wealth Advisors
Texas
$339K -$94 -1 -0%
CC
507
Cornerstone Capital
California
$339K – – –
SIA
508
Schechter Investment Advisors
Michigan
$338K -$3.87K -41 -1%
PTC
509
Petrus Trust Company
Texas
$337K -$54K -572 -16%
WDL
510
Well Done LLC
Michigan
$336K +$20.1K +213 +8%
DADC
511
D.A. Davidson & Co
Montana
$336K +$283K +2,997 New
MFG
512
MidWestOne Financial Group
Iowa
$333K -$119K -1,260 -30%
CCG
513
Catalina Capital Group
California
$330K +$39.1K +414 +16%
NLP
514
Next Level Private
New York
$329K – – –
LOAMS
515
Lombard Odier Asset Management (Switzerland)
Switzerland
$329K +$277K +2,936 New
CA
516
Cornerstone Advisory
Maryland
$326K -$943 -10 -0.3%
MFWP
517
Mosaic Family Wealth Partners
Missouri
$326K – – –
SW
518
SVB Wealth
Massachusetts
$325K -$19.1K -202 -7%
AWA
519
Aaron Wealth Advisors
Illinois
$323K +$20.7K +219 +8%
KWM
520
Kingsview Wealth Management
Oregon
$315K +$265K +2,812 New
FA
521
FDx Advisors
Illinois
$308K -$16.9K -179 -6%
MWA
522
MN Wealth Advisors
Kansas
$307K -$2.73K -29 -1%
AA
523
Advisory Alpha
Michigan
$305K +$257K +2,722 New
OWM
524
OneAscent Wealth Management
Alabama
$300K -$65K -689 -20%
STA
525
Summit Trail Advisors
New York
$300K +$252K +2,675 New
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