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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1026
Rational Advisors
New York
$818K +$782K +5,250 New
MMM
1027
Mendel Money Management
Illinois
$816K +$149 +1 +0%
CT
1028
Coastline Trust
Rhode Island
$816K +$780K +5,236 New
ZF
1029
Zhang Financial
Michigan
$816K +$281K +1,887 +56%
RI
1030
Rinkey Investments
California
$815K -$8.34K -56 -1%
GM
1031
GeoWealth Management
Illinois
$812K -$8.94K -60 -1%
CF
1032
Copperwynd Financial
Arizona
$810K +$53.9K +362 +7%
CT
1033
Chicago Trust
Illinois
$810K +$144K +966 +23%
GWSG
1034
GPS Wealth Strategies Group
Colorado
$810K -$43.6K -293 -5%
CD
1035
Chapin Davis
Maryland
$805K +$17.1K +115 +2%
SWM
1036
SeaCrest Wealth Management
New York
$804K -$24.1K -162 -3%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$804K -$14.9K -100 -2%
AMM
1038
American Money Management
California
$803K -$40.1K -269 -5%
FPAS
1039
Focus Partners Advisor Solutions
Missouri
$800K -$553K -3,716 -42%
SCM
1040
Stevens Capital Management
Pennsylvania
$799K -$1.84M -12,371 -71%
EWM
1041
Executive Wealth Management
Michigan
$795K +$759K +5,099 New
EWS
1042
Evergreen Wealth Solutions
Pennsylvania
$787K -$186K -1,246 -20%
EWA
1043
Encompass Wealth Advisors
Oregon
$783K – – –
CFCI
1044
Comprehensive Financial Consultants Institutional
Indiana
$781K -$2.38K -16 -0.3%
CWP
1045
Cyndeo Wealth Partners
Florida
$780K +$53.9K +362 +8%
SACTSONJ
1046
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$779K – – –
BFA
1047
Beacon Financial Advisory
Ohio
$779K -$7.3K -49 -1%
BHWM
1048
Bar Harbor Wealth Management
New Hampshire
$778K -$81.3K -546 -10%
HWAM
1049
Hennion & Walsh Asset Management
New Jersey
$777K -$122K -819 -14%
UAS
1050
United Asset Strategies
New York
$777K +$55.1K +370 +8%
40 41
42
43 44