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Targa Resources
TRGP

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
751
Five Oceans Advisors
California
$329K – – –
LAM
752
L2 Asset Management
Massachusetts
$324K +$17.5K +68 +6%
RH
753
RFG Holdings
Texas
$323K +$1.54K +6 +0.5%
FAB
754
First American Bank
Illinois
$322K – – –
SW
755
Simplicity Wealth
New Jersey
$320K +$39.8K +155 +15%
SAI
756
Savvy Advisors Inc
New York
$317K +$65.8K +256 +28%
MSFS
757
Main Street Financial Solutions
Pennsylvania
$317K +$304K +1,182 New
AWM
758
Angeles Wealth Management
California
$314K -$2.83K -11 -0.9%
VFA
759
Voya Financial Advisors
Connecticut
$313K -$31.6K -123 -10%
SF
760
Symphony Financial
Texas
$312K +$296K +1,151 New
OA
761
Oxbow Advisors
Texas
$312K – – –
ATS
762
Ashton Thomas Securities
New York
$311K +$5.65K +22 +2%
VCM
763
Versant Capital Management
Arizona
$307K +$11.6K +45 +4%
C
764
Certuity
Florida
$304K – – –
EWA
765
EP Wealth Advisors
California
$304K +$68.1K +265 +30%
CA
766
Callahan Advisors
Texas
$304K – – –
CFS
767
Commonwealth Financial Services
West Virginia
$304K +$291K +1,132 New
FCBT
768
First Citizens Bank & Trust
North Carolina
$303K +$16.4K +64 +6%
PCG
769
Prosperity Consulting Group
Maryland
$303K +$290K +1,129 New
GWS
770
Greykasell Wealth Strategies
California
$302K -$1.28K -5 -0.4%
SIC
771
Samalin Investment Counsel
New York
$301K +$1.28K +5 +0.4%
PCIA
772
Prime Capital Investment Advisors
Kansas
$301K +$1.03K +4 +0.4%
AI
773
Accredited Investors
Minnesota
$300K +$287K +1,118 New
MAA
774
Mraz Amerine & Associates
California
$299K -$2.31K -9 -0.8%
OFO
775
OneAscent Family Office
Alabama
$299K -$17K -66 -6%
29 30
31
32 33