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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1026
Lyell Wealth Management
California
$286K +$267K +3,300 New
GIA
1027
Gladstone Institutional Advisory
Florida
$285K +$266K +3,293 New
SIM
1028
Spark Investment Management
New York
$281K +$263K +3,250 New
LWA
1029
Lenox Wealth Advisors
New York
$279K – – –
AFP
1030
Ausdal Financial Partners
Iowa
$276K -$264K -3,266 -51%
NFP
1031
Narus Financial Partners
Utah
$276K +$257K +3,182 New
PTB
1032
Pioneer Trust Bank
Oregon
$273K -$44.4K -550 -15%
BIAS
1033
Beacon Investment Advisory Services
New Jersey
$273K -$15.8K -195 -6%
BA
1034
Ballew Advisors
Mississippi
$273K -$7.27K -90 -3%
IIA
1035
IPG Investment Advisors
California
$273K +$255K +3,150 New
IWM
1036
IHT Wealth Management
Illinois
$272K +$254K +3,145 New
HWMG
1037
Hurlow Wealth Management Group
Indiana
$271K – – –
LFASL
1038
Lugano Financial Advisors SA (LFA)
Switzerland
$271K – – –
WEC
1039
Winslow Evans & Crocker
Massachusetts
$268K -$3.23K -40 -1%
GVAG
1040
Great Valley Advisor Group
Delaware
$268K +$250K +3,088 New
CWP
1041
Capital Wealth Planning
Florida
$268K +$250K +3,100 New
PGIM
1042
Pacific Global Investment Management
California
$266K -$80.8K -1,000 -25%
CDH
1043
Charles D. Hyman
$266K +$8.08K +100 +3%
CAMG
1044
CWA Asset Management Group
Florida
$265K -$36.8K -455 -13%
ANTB
1045
AMG National Trust Bank
Colorado
$265K +$247K +3,057 New
ZIC
1046
ZWJ Investment Counsel
Georgia
$265K +$248K +3,063 New
OIA
1047
Optimum Investment Advisors
Illinois
$264K -$80.8K -1,000 -25%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$264K -$25.1K -311 -9%
JFA
1049
Johanson Financial Advisors
California
$264K +$1.78K +22 +0.7%
HH
1050
Hilltop Holdings
Texas
$263K -$1.6M -19,824 -87%
40 41
42
43 44