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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
951
American Money Management
California
$650K -$7.24K -57 -1%
ECM
952
Everence Capital Management
Indiana
$650K – – –
IIM
953
Ipswich Investment Management
Massachusetts
$650K – – –
KCP
954
Kera Capital Partners
California
$648K -$1.91K -15 -0.3%
CGH
955
CMG Global Holdings
Texas
$648K -$14K -110 -2%
KA
956
Kovack Advisors
Florida
$645K +$107K +844 +21%
TCOT
957
Trust Company of Toledo
Ohio
$644K – – –
SB
958
Sunflower Bank
Texas
$644K +$16K +126 +3%
IFG
959
Independent Financial Group
California
$644K -$142K -1,120 -19%
JWM
960
Jeppson Wealth Management
California
$642K -$12.5K -98 -2%
OL
961
Optas LLC
Texas
$642K +$11.7K +92 +2%
WSFS
962
Wilmington Savings Fund Society
Delaware
$642K +$47.1K +371 +8%
LF
963
LifePlan Financial
Minnesota
$639K -$429K -3,377 -41%
FA
964
Fiduciary Alliance
South Carolina
$634K -$18.2K -143 -3%
LWM
965
LJI Wealth Management
Indiana
$631K -$16K -126 -3%
EWM
966
Empirical Wealth Management
Washington
$631K +$184K +1,447 +43%
PCM
967
Penserra Capital Management
California
$631K -$445K -3,506 -42%
KIA
968
KCM Investment Advisors
California
$631K -$48.3K -380 -7%
PF
969
Phoenix Financial
Israel
$630K +$43.8K +345 +8%
OWP
970
ORG Wealth Partners
Texas
$629K +$612K +4,817 New
SSG
971
Summit Securities Group
New York
$628K -$415K -3,269 -40%
TCA
972
Transcend Capital Advisors
New Jersey
$627K +$205K +1,616 +51%
MSFS
973
Main Street Financial Solutions
Pennsylvania
$625K +$17.2K +135 +3%
CNBT
974
Canandaigua National Bank & Trust
New York
$625K +$608K +4,788 New
BWP
975
Balboa Wealth Partners
Arizona
$625K +$14.1K +111 +2%
37 38
39
40 41