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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
1051
Kennebec Savings Bank
Maine
$527K -$25K -197 -5%
CIG
1052
Cullen Investment Group
Louisiana
$525K -$1.14K -9 -0.2%
LCWP
1053
Legacy Capital Wealth Partners
Arkansas
$524K -$83.9K -660 -14%
PTP
1054
Platform Technology Partners
New York
$524K +$37.1K +292 +8%
NWWA
1055
New Wave Wealth Advisors
Arkansas
$524K +$116K +915 +30%
AA
1056
Ancora Advisors
Ohio
$523K -$53.4K -420 -9%
FSA
1057
Franklin Street Advisors
North Carolina
$522K -$3.81K -30 -0.7%
TPCW
1058
TD Private Client Wealth
New York
$522K +$34.8K +274 +7%
PCS
1059
Personal CFO Solutions
New Jersey
$520K +$17.9K +141 +4%
WB
1060
WesBanco Bank
West Virginia
$516K -$1.29M -10,135 -72%
OA
1061
Oxbow Advisors
Texas
$515K – – –
BCM
1062
Bannerstone Capital Management
Minnesota
$515K +$11.9K +94 +2%
CVM
1063
Cheviot Value Management
California
$515K +$6.35K +50 +1%
SCP
1064
Sivia Capital Partners
California
$515K +$501K +3,940 New
LA
1065
Lifeworks Advisors
Michigan
$514K +$500K +3,939 New
AA
1066
Argent Advisors
Louisiana
$514K -$7.37K -58 -1%
AIM
1067
Alhambra Investment Management
Florida
$514K -$14K -110 -3%
QAM
1068
Q3 Asset Management
Michigan
$512K +$499K +3,927 New
OPF
1069
Old Peak Finance
North Carolina
$511K +$13.6K +107 +3%
AC
1070
AlphaCore Capital
California
$511K +$94.7K +745 +24%
QFW
1071
QTR Family Wealth
Florida
$510K +$33K +260 +7%
MCC
1072
Malaga Cove Capital
California
$509K -$16.1K -127 -3%
RC
1073
Rexford Capital
Texas
$507K -$1.4K -11 -0.3%
LBC
1074
Lowe Brockenbrough & Co
Virginia
$505K -$34.4K -271 -7%
AG
1075
AlTi Global
New York
$503K +$8.77K +69 +2%
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