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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWMG
851
Virginia Wealth Management Group
Virginia
$1.46M +$1.57M +9,834 New
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$1.46M +$127K +793 +9%
RWM
853
Ritholtz Wealth Management
New York
$1.45M +$851K +5,317 +119%
OCM
854
Orleans Capital Management
Louisiana
$1.45M -$660K -4,125 -30%
SNBOSCI
855
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$38.7K +242 +3%
PTC
856
Private Trust Company
Ohio
$1.45M +$321K +2,008 +26%
AWS
857
Arkfeld Wealth Strategies
Nebraska
$1.44M +$5.28K +33 +0.3%
NIP
858
Nicholas Investment Partners
California
$1.43M -$1.71M -10,669 -53%
TCOT
859
Trust Company of Toledo
Ohio
$1.43M -$865K -5,400 -36%
CCP
860
Corient Capital Partners
California
$1.42M – – –
MOS
861
MGO One Seven
Ohio
$1.41M +$38.1K +238 +3%
BS
862
Boenning & Scattergood
Pennsylvania
$1.41M -$6.88K -43 -0.5%
CB
863
CNB Bank
Pennsylvania
$1.41M +$64.7K +404 +4%
WANY
864
Wealthspire Advisors (New York)
New York
$1.41M -$15.2K -95 -1%
TC
865
Telemus Capital
Michigan
$1.4M – – –
HA
866
Hamel Associates
New Jersey
$1.4M +$48K +300 +3%
PA
867
PSI Advisors
Florida
$1.39M -$40.8K -255 -3%
MYIA
868
Mount Yale Investment Advisors
Colorado
$1.38M +$846K +5,284 +131%
TCA
869
Transcend Capital Advisors
New Jersey
$1.38M +$27.9K +174 +2%
CCM
870
Carlson Capital Management
Minnesota
$1.38M +$99.1K +619 +7%
MSFS
871
Main Street Financial Solutions
Pennsylvania
$1.37M +$118K +739 +9%
WPW
872
Warther Private Wealth
Ohio
$1.37M -$73.6K -460 -5%
NCM
873
Nelson Capital Management
California
$1.36M +$763K +4,768 +108%
FWM
874
Fairhaven Wealth Management
Illinois
$1.36M +$278K +1,737 +23%
RWM
875
RKL Wealth Management
Pennsylvania
$1.35M +$13.3K +83 +0.9%
33 34
35
36 37