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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1076
CreativeOne Wealth
Kansas
$457K -$105K -928 -20%
DWM
1077
Dakota Wealth Management
Florida
$456K -$36.1K -320 -8%
AWM
1078
Aberdeen Wealth Management
Illinois
$456K – – –
SC
1079
Scotia Capital
Ontario, Canada
$455K +$57.6K +511 +16%
HAG
1080
HighPoint Advisor Group
Illinois
$455K -$1.57M -13,948 -79%
EP
1081
Edgestream Partners
New Jersey
$455K +$423K +3,754 New
MWM
1082
Marietta Wealth Management
Georgia
$454K +$422K +3,747 New
VBFP
1083
Valtinson Bruner Financial Planning
Minnesota
$453K +$15.6K +138 +4%
TPCW
1084
TD Private Client Wealth
New York
$451K +$2.93K +26 +0.7%
PTP
1085
Platform Technology Partners
New York
$451K +$13.8K +122 +3%
NFG
1086
Northbridge Financial Group
Florida
$451K -$10.7K -95 -2%
PCM
1087
Polymer Capital Management
New York
$450K +$49.9K +443 +14%
MCWA
1088
Meadow Creek Wealth Advisors
Georgia
$447K +$30.6K +271 +8%
PWAC
1089
Private Wealth Advisors (California)
California
$447K +$62.9K +558 +18%
MA
1090
Montag & Associates
Georgia
$447K -$6.76K -60 -2%
SP
1091
Stablepoint Partners
Massachusetts
$447K -$1.09M -9,688 -72%
HFS
1092
Hantz Financial Services
Michigan
$445K +$122K +1,081 +42%
TCWA
1093
Turtle Creek Wealth Advisors
Texas
$445K +$165K +1,464 +66%
BCM
1094
Brookstone Capital Management
Illinois
$445K -$96.9K -859 -19%
BHBT
1095
Burke & Herbert Bank & Trust
Virginia
$441K -$56.1K -498 -12%
SWP
1096
Strategic Wealth Partners
Ohio
$440K -$59.9K -531 -13%
FHC
1097
First Horizon Corporation
Tennessee
$439K -$29.3K -260 -7%
EHC
1098
Everett Harris & Co
California
$438K -$14.9K -132 -4%
QFW
1099
QTR Family Wealth
Florida
$435K -$11.4K -101 -3%
FNT
1100
First Nebraska Trust
Nebraska
$435K – – –
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44
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