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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1051
Personal CFO Solutions
New Jersey
$520K +$17.9K +141 +4%
WB
1052
WesBanco Bank
West Virginia
$516K -$1.29M -10,135 -72%
OA
1053
Oxbow Advisors
Texas
$515K – – –
BCM
1054
Bannerstone Capital Management
Minnesota
$515K +$11.9K +94 +2%
CVM
1055
Cheviot Value Management
California
$515K +$6.35K +50 +1%
SCP
1056
Sivia Capital Partners
California
$515K +$501K +3,940 New
LA
1057
Lifeworks Advisors
Michigan
$514K +$500K +3,939 New
AA
1058
Argent Advisors
Louisiana
$514K -$7.37K -58 -1%
AIM
1059
Alhambra Investment Management
Florida
$514K -$14K -110 -3%
QAM
1060
Q3 Asset Management
Michigan
$512K +$499K +3,927 New
OPF
1061
Old Peak Finance
North Carolina
$511K +$13.6K +107 +3%
AC
1062
AlphaCore Capital
California
$511K +$94.7K +745 +24%
QFW
1063
QTR Family Wealth
Florida
$510K +$33K +260 +7%
MCC
1064
Malaga Cove Capital
California
$509K -$16.1K -127 -3%
RC
1065
Rexford Capital
Texas
$507K -$1.4K -11 -0.3%
LBC
1066
Lowe Brockenbrough & Co
Virginia
$505K -$34.4K -271 -7%
AG
1067
AlTi Global
New York
$503K +$8.77K +69 +2%
FP
1068
Financial Perspectives
Minnesota
$503K – – –
MFG
1069
Menard Financial Group
Texas
$502K +$488K +3,840 New
VA
1070
Vident Advisory
Georgia
$501K -$1.12M -8,833 -70%
EPW
1071
Elevated Private Wealth
Wisconsin
$499K +$486K +3,824 New
AWE
1072
Avidian Wealth Enterprises
Texas
$494K +$34.7K +273 +8%
CWA
1073
Crusonia Wealth Advisors
Colorado
$493K +$28.8K +227 +6%
HFS
1074
Hantz Financial Services
Michigan
$493K +$13.3K +105 +3%
MCWA
1075
Meadow Creek Wealth Advisors
Georgia
$492K +$9.4K +74 +2%
41 42
43
44 45