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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1051
Robertson Stephens Wealth Management
California
$714K +$25.6K +210 +4%
SACTSONJ
1052
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$712K – – –
IP
1053
Intellectus Partners
California
$709K +$607K +4,976 New
FPAS
1054
Focus Partners Advisor Solutions
Missouri
$708K -$641K -5,252 -51%
QI
1055
Qtron Investments
Massachusetts
$708K +$607K +4,972 New
EI
1056
Ellevest Inc
New York
$705K +$186K +1,526 +45%
SB
1057
Sunflower Bank
Texas
$704K -$10.5K -86 -2%
CI
1058
Cigna Investments
Connecticut
$700K -$2.93K -24 -0.5%
STA
1059
Summit Trail Advisors
New York
$700K +$44.4K +364 +8%
RMCM
1060
Reynders McVeigh Capital Management
Massachusetts
$698K -$11.5K -94 -2%
DLA
1061
Douglas Lane & Associates
New York
$697K -$6.59K -54 -1%
GI
1062
GAMMA Investing
California
$697K +$612K +5,011 New
FNFDCM
1063
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$696K -$1.83K -15 -0.3%
FCT
1064
First Community Trust
Iowa
$694K – – –
GD
1065
Grandfield & Dodd
New York
$686K – – –
CC
1066
Cipher Capital
New York
$685K +$270K +2,212 +85%
RFA
1067
Register Financial Advisors
Georgia
$684K -$54.1K -443 -8%
CFCI
1068
Comprehensive Financial Consultants Institutional
Indiana
$682K -$119K -971 -17%
BFG
1069
Berger Financial Group
Minnesota
$682K -$20.9K -171 -3%
PTP
1070
Platform Technology Partners
New York
$676K -$8.18K -67 -1%
AWE
1071
Avidian Wealth Enterprises
Texas
$675K +$32.2K +264 +6%
SVWAG
1072
Sound View Wealth Advisors Group
Georgia
$674K -$40.3K -330 -7%
IF
1073
Insight Folios
North Carolina
$671K -$977 -8 -0.2%
CWM
1074
Cornerstone Wealth Management
Missouri
$669K -$38.8K -318 -6%
NW
1075
NewEdge Wealth
Pennsylvania
$668K -$959K -7,854 -63%
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