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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
901
Aull & Monroe Investment Management
Alabama
$966K – – –
IAIM
902
International Assets Investment Management
Florida
$964K -$216K -1,455 -17%
CAS
903
CTC Alternative Strategies
Illinois
$963K +$1.08M +7,300 New
TCA
904
Trifecta Capital Advisors
Illinois
$961K -$10.4K -70 -1%
FFA
905
Founders Financial Alliance
North Carolina
$951K +$27.8K +187 +3%
CFA
906
Cahill Financial Advisors
Minnesota
$950K -$146K -987 -12%
SG
907
StoneX Group
New York
$948K +$213K +1,438 +25%
EFM
908
Eley Financial Management
Vermont
$946K -$1.93K -13 -0.2%
OFG
909
Oxford Financial Group
Indiana
$941K +$188K +1,269 +22%
GG
910
Gleason Group
Kentucky
$939K +$8.9K +60 +0.9%
TCOT
911
Trust Company of Toledo
Ohio
$932K -$74.3K -501 -7%
TI
912
Tidal Investments
Wisconsin
$931K -$35K -236 -3%
MCM
913
Mendel Capital Management
Arkansas
$930K +$67.2K +453 +7%
WPW
914
Warther Private Wealth
Ohio
$930K -$233K -1,567 -18%
ACA
915
Aptus Capital Advisors
Alabama
$925K +$181K +1,220 +21%
TYCC
916
Texas Yale Capital Corp
Florida
$922K – – –
TPCW
917
TD Private Client Wealth
New York
$922K +$6.83K +46 +0.7%
MWAM
918
Manhattan West Asset Management
California
$919K +$69.6K +469 +7%
BFA
919
Beacon Financial Advisory
Ohio
$918K +$4.3K +29 +0.4%
CWM
920
Cornerstone Wealth Management
Missouri
$917K +$43.6K +294 +4%
CWS
921
Confluence Wealth Services
Pennsylvania
$913K +$229K +1,545 +29%
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$911K -$140K -941 -12%
TW
923
Transform Wealth
Colorado
$909K -$6.74M -45,410 -87%
LW
924
Linscomb Wealth
Texas
$904K -$106K -716 -9%
DJSG
925
D.J. St. Germain
Massachusetts
$903K +$1.02M +6,847 New
35 36
37
38 39