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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Sovarnum Capital
New York
$4.71M – – –
VF
627
Vest Financial
Virginia
$4.71M +$1.4M +6,388 +49%
BRWA
628
B. Riley Wealth Advisors
Florida
$4.71M +$297K +1,356 +7%
PCIA
629
Prime Capital Investment Advisors
Kansas
$4.68M +$538K +2,456 +15%
EDRH
630
Edmond de Rothschild Holding
Switzerland
$4.67M +$449K +2,052 +12%
AAS
631
Annex Advisory Services
Wisconsin
$4.63M -$521K -2,381 -11%
UCI
632
Uncommon Cents Investing
Wisconsin
$4.58M -$29.6K -135 -0.7%
AF
633
Alerus Financial
North Dakota
$4.58M -$93K -425 -2%
TPCW
634
TD Private Client Wealth
New York
$4.57M -$161K -735 -4%
FIM
635
Freedom Investment Management
Connecticut
$4.56M -$746K -3,410 -15%
CW
636
CreativeOne Wealth
Kansas
$4.54M +$787K +3,594 +24%
FA
637
FDx Advisors
Illinois
$4.53M -$283K -1,292 -6%
AP
638
Advisor Partners
California
$4.53M +$27.4K +125 +0.7%
BFM
639
Boothbay Fund Management
New York
$4.52M +$3.01M +13,754 +278%
NPP
640
New Potomac Partners
Maryland
$4.47M -$130K -593 -3%
HW
641
Hedeker Wealth
Illinois
$4.45M -$161K -734 -4%
ST
642
Somerset Trust
Pennsylvania
$4.42M -$4.6K -21 -0.1%
BFS
643
Bradley Foster & Sargent
Connecticut
$4.4M -$103K -472 -3%
HB
644
Homrich & Berg
Georgia
$4.39M +$173K +792 +5%
HT
645
Heritage Trust
Oklahoma
$4.38M -$15.3K -70 -0.4%
FFN
646
Focus Financial Network
Minnesota
$4.36M -$2.85K -13 -0.1%
LNC
647
Lincoln National Corp
Pennsylvania
$4.34M +$105K +481 +3%
RIA
648
Regal Investment Advisors
Michigan
$4.32M +$3.91M +17,877 New
JCM
649
Jacobi Capital Management
Pennsylvania
$4.26M +$30K +137 +0.8%
FB
650
Fulton Bank
Pennsylvania
$4.26M +$162K +740 +4%
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