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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1001
Lake Street Advisors Group
New Hampshire
$803K +$689K +5,641 New
BAM
1002
Belpointe Asset Management
Nevada
$803K +$339K +2,781 +97%
SC
1003
Syon Capital
California
$802K +$687K +5,630 New
FFA
1004
Farther Finance Advisors
California
$801K +$336K +2,749 +96%
HI
1005
Harbour Investments
Wisconsin
$799K -$11K -90 -2%
BHWM
1006
Bar Harbor Wealth Management
New Hampshire
$798K -$14K -115 -2%
TA
1007
Tectonic Advisors
Texas
$795K +$43.8K +359 +7%
BB
1008
Berkshire Bank
Massachusetts
$789K +$31.6K +259 +5%
GWSG
1009
GPS Wealth Strategies Group
Colorado
$789K -$29.3K -240 -4%
MFG
1010
MidWestOne Financial Group
Iowa
$784K – – –
WB
1011
WesBanco Bank
West Virginia
$784K -$3.76M -30,841 -85%
CCA
1012
Checchi Capital Advisers
California
$781K +$244 +2 +0%
ATC
1013
Adirondack Trust Company
New York
$778K -$23.8K -195 -4%
ICG
1014
InterOcean Capital Group
Tennessee
$775K -$100K -820 -13%
AMM
1015
American Money Management
California
$774K -$13.9K -114 -2%
CAM
1016
Cidel Asset Management
Ontario, Canada
$772K +$662K +5,421 New
AIM
1017
ARGA Investment Management
Connecticut
$771K +$661K +5,412 New
CG
1018
Corundum Group
Colorado
$768K -$254K -2,082 -28%
VCP
1019
Verus Capital Partners
Arizona
$767K +$48.7K +399 +8%
CW
1020
CreativeOne Wealth
Kansas
$765K +$25.1K +206 +4%
TCOT
1021
Trust Company of Toledo
Ohio
$765K -$203K -1,660 -24%
S
1022
SimplyRich
California
$763K – – –
LFG
1023
Larson Financial Group
Missouri
$760K +$8.54K +70 +1%
MMPW
1024
Mitchell McLeod Pugh & Williams
Alabama
$760K -$28.2K -231 -4%
GFA
1025
Gallagher Fiduciary Advisors
Illinois
$758K -$3.78K -31 -0.6%
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