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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SVB Wealth
Massachusetts
$1.24M -$87.3K -786 -6%
CCM
702
Cohen Capital Management
California
$1.24M – – –
IAMOG
703
Investors Asset Management of Georgia
Georgia
$1.24M -$13K -117 -0.9%
CMO
704
Covenant Multifamily Offices
Texas
$1.24M +$1.48M +13,328 New
TA
705
Tiedemann Advisors
New York
$1.24M +$1.48M +13,318 New
CCFCSB
706
Cape Cod Five Cents Savings Bank
Massachusetts
$1.23M -$80.5K -725 -5%
CCG
707
Cypress Capital Group
Florida
$1.22M +$103K +929 +8%
CIA
708
Cascade Investment Advisors
Oregon
$1.22M -$16.1K -145 -1%
GCM
709
Glynn Capital Management
California
$1.22M – – –
ER
710
Enlightenment Research
Florida
$1.22M +$1.32M +11,860 New
SYBT
711
Stock Yards Bank & Trust
Kentucky
$1.22M -$30.8K -277 -2%
AF
712
Affiance Financial
Minnesota
$1.22M – – –
AAS
713
Avantax Advisory Services
Texas
$1.22M +$85.2K +767 +6%
RCM
714
RNC Capital Management
California
$1.2M +$480K +4,320 +50%
ECG
715
Edge Capital Group
Georgia
$1.2M +$628K +5,652 +78%
DWM
716
Dakota Wealth Management
Florida
$1.2M +$533K +4,800 +60%
SBWM
717
Sunflower Bank Wealth Management
Arizona
$1.19M -$55.5K -500 -4%
LSPW
718
Lake Street Private Wealth
Illinois
$1.19M +$238K +2,141 +20%
AIA
719
Avalon Investment & Advisory
Texas
$1.18M -$20M -179,684 -93%
SCA
720
Snowden Capital Advisors
New York
$1.17M -$103K -931 -7%
SDWIA
721
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.16M -$48.3K -435 -3%
CHC
722
City Holding Co
West Virginia
$1.16M +$5.44K +49 +0.4%
SOAMC
723
Spirit of America Management Corp
New York
$1.16M +$148K +1,330 +12%
VFA
724
Voya Financial Advisors
Connecticut
$1.15M +$508K +4,578 +62%
FAB
725
First American Bank
Illinois
$1.15M +$107K +968 +9%
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