We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Lyell Wealth Management
California
$828K -$369K -2,951 -27%
CWM
902
Cornerstone Wealth Management
Missouri
$817K +$76.4K +611 +8%
CFB
903
Cullen/Frost Bankers
Texas
$813K -$1.51M -12,075 -61%
IFG
904
Independent Financial Group
California
$805K -$98.6K -789 -9%
EFM
905
Eley Financial Management
Vermont
$802K +$15.7K +126 +2%
GCM
906
Glynn Capital Management
California
$800K – – –
NB
907
Northwest Bancshares
Pennsylvania
$800K -$24.2K -194 -2%
UAG
908
United Advisor Group
Ohio
$798K +$21.5K +172 +2%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$794K -$125K -1,000 -10%
PWA
910
Prairie Wealth Advisors
Nebraska
$794K +$16.2K +130 +2%
SFG
911
SNS Financial Group
Minnesota
$793K -$6.25K -50 -0.7%
PA
912
Profund Advisors
Maryland
$789K +$206K +1,649 +28%
CCM
913
Chickasaw Capital Management
Tennessee
$789K -$24.4K -195 -3%
TBT
914
Texas Bank & Trust
Texas
$786K -$144K -1,149 -13%
GIA
915
Gladstone Institutional Advisory
Florida
$786K -$237K -1,898 -20%
GG
916
Gleason Group
Kentucky
$785K +$8.5K +68 +0.9%
FMB
917
Field & Main Bank
Kentucky
$783K -$94.4K -755 -9%
CG
918
Caprock Group
Idaho
$782K -$270K -2,161 -22%
AC
919
AXQ Capital
New Jersey
$776K +$930K +7,438 New
RPCONE
920
Retirement Planning Company of New England
Rhode Island
$772K +$185K +1,481 +25%
PA
921
Parallel Advisors
California
$767K -$423K -3,382 -32%
S
922
SignatureFD
Georgia
$764K -$306K -2,446 -25%
FPF
923
First Pacific Financial
Washington
$761K -$57.4K -459 -6%
IA
924
IFG Advisory
Georgia
$760K +$7.62K +61 +0.8%
HI
925
Harrington Investments
California
$757K -$13.7K -110 -1%
35 36
37
38 39