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Targa Resources
TRGP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
801
WealthBridge Capital Management
Ohio
$209K +$207K +1,043 New
PCM
802
Permanent Capital Management
Illinois
$207K +$205K +1,032 New
VWM
803
Venturi Wealth Management
Texas
$206K +$9.73K +49 +5%
FCBT
804
First Citizens Bank & Trust
North Carolina
$206K -$26K -131 -11%
PWP
805
Phillips Wealth Planners
Mississippi
$203K -$11.7K -59 -5%
LWL
806
Leo Wealth LLC
Texas
$202K +$199K +1,005 New
YLHM
807
Yelin Lapidot Holdings Management
Israel
$201K +$199K +1,005 New
MWC
808
MBM Wealth Consultants
Missouri
$200K +$198K +1,000 New
RFA
809
Resurgent Financial Advisors
Georgia
$200K +$198K +1,000 New
XF
810
XML Financial
Maryland
$200K +$198K +1,000 New
LS
811
Livforsakringsbolaget Skandia
Sweden
$200K – – –
GIM
812
Generali Investments Management
Slovenia
$191K +$189K +954 New
SC
813
Skylands Capital
Wisconsin
$180K -$9.93K -50 -5%
ACM
814
Aster Capital Management
United Arab Emirates
$163K -$662K -3,335 -80%
DI
815
DAGCO Inc
Ohio
$163K +$161K +813 New
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$155K – – –
MEG
817
Millstone Evans Group
Colorado
$153K – – –
CTC
818
Central Trust Company
Missouri
$146K – – –
PFBT
819
Parkside Financial Bank & Trust
Missouri
$146K -$1.59K -8 -1%
SCM
820
Sterling Capital Management
North Carolina
$145K -$550K -2,769 -79%
HPC
821
HM Payson & Co
Maine
$143K – – –
CH
822
Cromwell Holdings
Wyoming
$143K +$1.59K +8 +1%
PA
823
PSI Advisors
Florida
$132K -$9.93K -50 -7%
LI
824
LRI Investments
Florida
$128K +$47.6K +240 +60%
MA
825
Montag & Associates
Georgia
$127K +$6.55K +33 +6%
31 32
33
34 35