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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1101
Ritholtz Wealth Management
New York
$575K -$378K -2,549 -37%
CWP
1102
Cyndeo Wealth Partners
Florida
$572K +$279K +1,883 +77%
FNT
1103
First Nebraska Trust
Nebraska
$570K – – –
SIMG
1104
Sonora Investment Management Group
Arizona
$567K -$285K -1,923 -31%
IIC
1105
Ironwood Investment Counsel
Arizona
$565K -$1.78K -12 -0.3%
HNWAG
1106
High Net Worth Advisory Group
Florida
$565K +$215K +1,450 +51%
VIM
1107
Vinva Investment Management
Australia
$564K +$88.4K +596 +16%
FSA
1108
Franklin Street Advisors
North Carolina
$564K +$742 +5 +0.1%
RPCONE
1109
Retirement Planning Company of New England
Rhode Island
$562K +$54.9K +370 +10%
TAM
1110
Townsend Asset Management
North Carolina
$560K -$25.8K -174 -4%
CD
1111
Chapin Davis
Maryland
$559K +$168K +1,130 +36%
LWM
1112
Laidlaw Wealth Management
New York
$559K +$55.6K +375 +10%
DL
1113
DOHJ LLC
Washington
$559K +$11.4K +77 +2%
NAS
1114
Nicolet Advisory Services
Wisconsin
$558K -$13.9K -94 -2%
KA
1115
Kovack Advisors
Florida
$558K -$25.2K -170 -4%
AAS
1116
Annex Advisory Services
Wisconsin
$555K -$6.32M -42,621 -91%
EFG
1117
Ethos Financial Group
Pennsylvania
$555K – – –
GWANC
1118
Guardian Wealth Advisors (North Carolina)
North Carolina
$553K +$20.3K +137 +3%
BW
1119
Bison Wealth
Georgia
$552K +$402K +2,712 +184%
CA
1120
Cambridge Advisors
Nebraska
$552K +$14.8K +100 +2%
NHC
1121
Nicholas Hoffman & Company
Georgia
$552K -$105K -708 -14%
FIA
1122
Foundations Investment Advisors
Arizona
$551K -$195K -1,316 -24%
FAM
1123
Formidable Asset Management
Ohio
$549K +$148 +1 +0%
OCBCO
1124
Oversea-Chinese Banking Corp (OCBC)
Singapore
$549K +$250K +1,688 +68%
PP
1125
PDS Planning
Ohio
$548K -$3.86K -26 -0.6%
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