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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
976
Insight Wealth Strategies
California
$938K +$45K +328 +6%
CIM
977
CIM Investment Management
Pennsylvania
$937K -$8.51K -62 -1%
LWS
978
Lucia Wealth Services
California
$937K +$41.4K +302 +5%
WWM
979
WT Wealth Management
Arizona
$926K +$217K +1,584 +37%
DPIM
980
Duff & Phelps Investment Management
Illinois
$922K – – –
CDH
981
Charles D. Hyman
$922K +$41.2K +300 +5%
BWM
982
Buckley Wealth Management
Nevada
$920K -$30.2K -220 -4%
WP
983
WMS Partners
Maryland
$915K +$2.61K +19 +0.3%
RIM
984
Rampart Investment Management
Connecticut
$913K -$2.5M -18,211 -76%
AF
985
Allworth Financial
California
$912K -$11.3K -82 -1%
WT
986
Washington Trust
Rhode Island
$910K -$12.8K -93 -2%
DW
987
Domani Wealth
Pennsylvania
$904K +$788K +5,742 New
SWM
988
Stockman Wealth Management
Montana
$899K -$46K -335 -6%
TAIM
989
TD Ameritrade Investment Management
Nebraska
$897K -$174K -1,270 -18%
HF
990
HRT Financial
New York
$895K -$59.2M -431,720 -99%
TC
991
TwinBeech Capital
New York
$893K -$541K -3,944 -41%
VWM
992
Vigilare Wealth Management
Arizona
$893K -$178K -1,298 -19%
IWM
993
IHT Wealth Management
Illinois
$891K -$145K -1,056 -16%
BCM
994
Becker Capital Management
Oregon
$888K +$27.2K +198 +4%
AWC
995
Abundance Wealth Counselors
Pennsylvania
$886K +$86.3K +629 +13%
CCA
996
Checchi Capital Advisers
California
$880K -$24K -175 -3%
BOH
997
Bank of Hawaii
Hawaii
$878K -$408K -2,970 -35%
TWP
998
Tempus Wealth Planning
California
$876K -$19.1K -139 -2%
RWA
999
River Wealth Advisors
Pennsylvania
$875K -$54.9K -400 -7%
HAG
1000
HighPoint Advisor Group
Illinois
$869K -$30.1K -219 -4%
38 39
40
41 42