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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Brookstone Capital Management
Illinois
$443K -$57.5K -624 -12%
WMA
977
Wealth Management Associates
New Jersey
$442K – – –
CCA
978
Checchi Capital Advisers
California
$439K -$28.5K -309 -6%
SG
979
Somerset Group
Minnesota
$439K +$209K +2,270 +100%
PS
980
Principal Securities
Iowa
$438K +$17.6K +191 +4%
SVWAG
981
Sound View Wealth Advisors Group
Georgia
$438K +$110K +1,192 +36%
CHAM
982
Clear Harbor Asset Management
Connecticut
$437K -$6.73K -73 -2%
RAG
983
RIA Advisory Group
Iowa
$436K +$411K +4,461 New
MSFS
984
Main Street Financial Solutions
Pennsylvania
$432K -$9.03K -98 -2%
BCM
985
Bannerstone Capital Management
Minnesota
$431K +$406K +4,409 New
SAM
986
Smithbridge Asset Management
Pennsylvania
$431K +$406K +4,408 New
CI
987
Cigna Investments
Connecticut
$429K – – –
PCM
988
Prana Capital Management
Connecticut
$428K +$42.5K +461 +12%
GIA
989
Gladstone Institutional Advisory
Florida
$426K -$563K -6,114 -58%
BAM
990
Blueshift Asset Management
New Jersey
$425K +$401K +4,351 New
SCA
991
Strathmore Capital Advisors
North Carolina
$424K -$26.8K -291 -6%
AUB
992
Atlantic Union Bankshares
Virginia
$424K -$15.2K -165 -4%
QFW
993
QTR Family Wealth
Florida
$424K +$345K +3,744 New
CIG
994
Cullen Investment Group
Louisiana
$423K -$94.5K -1,025 -20%
JSW
995
Journey Strategic Wealth
New Jersey
$421K +$181K +1,962 +84%
FFM
996
Forum Financial Management
Illinois
$421K +$92 +1 +0%
CWP
997
Core Wealth Partners
California
$420K – – –
IAS
998
IMA Advisory Services
Colorado
$420K +$1.94K +21 +0.5%
GFA
999
Gallagher Fiduciary Advisors
Illinois
$418K -$22.2K -241 -5%
SHWA
1000
Safe Harbor Wealth Advisors
Ohio
$418K +$342K +3,711 New
38 39
40
41 42