We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1026
Prelude Capital Management
New York
$1.01M +$957K +5,738 New
SLWA
1027
San Luis Wealth Advisors
California
$1.01M +$954K +5,717 New
AI
1028
ArchPoint Investors
Florida
$1.01M -$128K -765 -12%
IWS
1029
Insight Wealth Strategies
California
$1M -$43.9K -263 -4%
SWM
1030
Stockman Wealth Management
Montana
$1M -$5.67K -34 -0.6%
LCH
1031
Lee Capital Holdings
New York
$1M +$947K +5,675 New
IWM
1032
IHT Wealth Management
Illinois
$1M +$667 +4 +0.1%
AWE
1033
Avidian Wealth Enterprises
Texas
$999K +$40.9K +245 +5%
VWM
1034
Vigilare Wealth Management
Arizona
$997K -$4.84K -29 -0.5%
MWM
1035
MorganRosel Wealth Management
Colorado
$982K +$8.17K +49 +0.9%
FFA
1036
Founders Financial Alliance
North Carolina
$981K +$19.7K +118 +2%
FM
1037
Family Management
New York
$980K +$926K +5,549 New
AA
1038
AQR Arbitrage
Connecticut
$980K +$935K +5,607 New
BAM
1039
Belpointe Asset Management
Nevada
$977K +$15.2K +91 +2%
PCM
1040
Parsons Capital Management
Rhode Island
$975K +$6.17K +37 +0.7%
EWA
1041
Encompass Wealth Advisors
Oregon
$973K +$919K +5,513 New
CC
1042
Cypress Capital
Tennessee
$972K -$38.9K -233 -4%
DTC
1043
Davidson Trust Company
Washington
$969K -$120K -720 -12%
PP
1044
Professional Planning
California
$969K +$916K +5,491 New
PWM
1045
Palumbo Wealth Management
New York
$967K +$913K +5,477 New
EH
1046
Equitable Holdings
New York
$963K -$199K -1,195 -18%
WP
1047
WMS Partners
Maryland
$959K -$63.7K -382 -7%
JWCA
1048
J.W. Cole Advisors
Florida
$956K -$1.24M -7,416 -58%
BOTW
1049
Bank of the West
California
$955K – – –
EWM
1050
Evermay Wealth Management
Virginia
$954K – – –
40 41
42
43 44