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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1076
Aberdeen Wealth Management
Illinois
$514K +$471K +4,009 New
SLT
1077
St Louis Trust
Missouri
$513K – – –
ACA
1078
Ackerman Capital Advisors
Texas
$513K +$117K +1,000 +33%
LWPC
1079
Legacy Wealth Partners (California)
California
$512K +$520K +4,430 New
CG
1080
Corundum Group
Colorado
$510K +$7.75K +66 +2%
ATC
1081
Adirondack Trust Company
New York
$508K +$7.16K +61 +1%
AWA
1082
Arete Wealth Advisors
Illinois
$502K +$459K +3,915 New
FMTC
1083
Farmers & Merchants Trust Company
California
$500K +$9.39K +80 +2%
HIM
1084
Hillsdale Investment Management
Ontario, Canada
$500K +$458K +3,900 New
MIM
1085
Marco Investment Management
Georgia
$496K – – –
IWM
1086
IHT Wealth Management
Illinois
$496K +$73.5K +626 +19%
NNP
1087
Nachman Norwood & Parrott
South Carolina
$491K – – –
TCOO
1088
Trust Company of Oklahoma
Oklahoma
$488K – – –
GIA
1089
Gladstone Institutional Advisory
Florida
$488K +$19.6K +167 +5%
ACM
1090
Anfield Capital Management
California
$487K +$494K +4,213 New
AS
1091
Altshuler Shaham
Israel
$481K -$810K -6,903 -65%
SW
1092
SteelPeak Wealth
California
$480K +$439K +3,744 New
IFAM
1093
Institutional & Family Asset Management
Colorado
$479K -$4.58K -39 -1%
JFA
1094
JNBA Financial Advisors
Minnesota
$479K – – –
BFC
1095
Bedel Financial Consulting
Indiana
$479K +$14.6K +124 +3%
SGI
1096
Summit Global Investments
Utah
$477K +$31.2K +266 +8%
EWA
1097
Exencial Wealth Advisors
Oklahoma
$475K +$76.2K +649 +21%
DLA
1098
Douglas Lane & Associates
New York
$473K +$35.4K +302 +9%
RP
1099
Rowlandmiller & Partners
Georgia
$470K -$12.1K -103 -3%
JFA
1100
Johanson Financial Advisors
California
$469K +$23.8K +203 +6%
42 43
44
45 46