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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1076
FineMark National Bank & Trust
Florida
$409K -$105K -1,091 -21%
GWAM
1077
Guardian Wealth Advisors (Minnesota)
Minnesota
$406K +$6.63K +69 +2%
OF
1078
Optimize Financial
California
$404K -$2.69K -28 -0.7%
WT
1079
Washington Trust
Rhode Island
$404K -$36.4K -379 -8%
FFM
1080
Forum Financial Management
Illinois
$403K -$25.5K -266 -6%
MSFS
1081
Main Street Financial Solutions
Pennsylvania
$402K +$8.84K +92 +2%
BAAM
1082
Baker Avenue Asset Management
California
$401K +$12.4K +129 +3%
GWANC
1083
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K – – –
ANBT
1084
American National Bank & Trust
Texas
$400K -$1.36M -14,159 -78%
C
1085
Certuity
Florida
$399K +$123K +1,277 +46%
AG
1086
AIA Group
Hong Kong
$398K – – –
MA
1087
Modus Advisors
Minnesota
$397K -$84.6K -881 -18%
SLT
1088
St Louis Trust
Missouri
$395K – – –
WTG
1089
West Tower Group
Virginia
$395K +$384K +4,000 New
SIA
1090
Schear Investment Advisers
Ohio
$394K -$288 -3 -0.1%
KA
1091
Kovack Advisors
Florida
$394K -$27K -281 -7%
MFIM
1092
Mesirow Financial Investment Management
Illinois
$391K +$48K +500 +14%
AWM
1093
Aberdeen Wealth Management
Illinois
$391K – – –
WA
1094
WBH Advisory
Maryland
$390K -$39.9K -415 -10%
EGM
1095
Engineers Gate Manager
New York
$389K -$3.88M -40,452 -91%
LFA
1096
Legacy Financial Advisors
Kentucky
$387K +$377K +3,926 New
RC
1097
Rexford Capital
Texas
$386K +$375K +3,908 New
LCWP
1098
Legacy Capital Wealth Partners
Arkansas
$384K -$164K -1,711 -31%
WAM
1099
WFA Asset Management
Wisconsin
$383K -$61K -635 -20%
AFG
1100
Atomi Financial Group
New York
$382K +$35.6K +371 +11%
42 43
44
45 46