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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1026
CWA Asset Management Group
Florida
$546K -$99.5K -783 -16%
WWMP
1027
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$546K -$15.8K -124 -3%
ARC
1028
Advisor Resource Council
Texas
$546K -$516K -4,062 -48%
FAM
1029
Formidable Asset Management
Ohio
$545K -$41.7K -328 -7%
PWPS
1030
Pinnacle Wealth Planning Services
Ohio
$545K +$6.86K +54 +1%
CNBOF
1031
City National Bank of Florida
Florida
$544K +$529K +4,167 New
RWP
1032
Revolve Wealth Partners
New Jersey
$543K +$528K +4,158 New
BFIM
1033
Beese Fulmer Investment Management
Ohio
$541K +$46K +362 +10%
SAM
1034
Sagewood Asset Management
New York
$540K +$113K +890 +27%
EV
1035
EJMK Ventures
Illinois
$539K +$2.29K +18 +0.4%
RAG
1036
RIA Advisory Group
Iowa
$536K -$26.7K -210 -5%
SVWAG
1037
Sound View Wealth Advisors Group
Georgia
$535K -$11.8K -93 -2%
PIM
1038
Penobscot Investment Management
Massachusetts
$535K – – –
PCG
1039
Prosperity Consulting Group
Maryland
$534K +$205K +1,612 +65%
LWA
1040
Lifelong Wealth Advisors
Minnesota
$530K +$889 +7 +0.2%
CFO
1041
Cambient Family Office
Michigan
$530K +$12.8K +101 +3%
PCM
1042
Park Capital Management
Wisconsin
$530K -$59K -464 -10%
KSB
1043
Kennebec Savings Bank
Maine
$527K -$25K -197 -5%
CIG
1044
Cullen Investment Group
Louisiana
$525K -$1.14K -9 -0.2%
LCWP
1045
Legacy Capital Wealth Partners
Arkansas
$524K -$83.9K -660 -14%
PTP
1046
Platform Technology Partners
New York
$524K +$37.1K +292 +8%
NWWA
1047
New Wave Wealth Advisors
Arkansas
$524K +$116K +915 +30%
AA
1048
Ancora Advisors
Ohio
$523K -$53.4K -420 -9%
FSA
1049
Franklin Street Advisors
North Carolina
$522K -$3.81K -30 -0.7%
TPCW
1050
TD Private Client Wealth
New York
$522K +$34.8K +274 +7%
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