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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1101
Avestar Capital
New York
$694K +$1.94K +13 +0.3%
BAAM
1102
Baker Avenue Asset Management
California
$694K +$80.6K +541 +14%
CC
1103
Centiva Capital
New York
$693K -$820K -5,508 -55%
CNTOF
1104
Canandaigua National Trust of Florida
New York
$693K +$662K +4,447 New
GLA
1105
Good Life Advisors
Pennsylvania
$684K +$23.5K +158 +4%
PTP
1106
Platform Technology Partners
New York
$684K +$298 +2 +0%
GFA
1107
Gallagher Fiduciary Advisors
Illinois
$682K -$26.1K -175 -4%
RSWM
1108
Robertson Stephens Wealth Management
California
$681K +$30.2K +203 +5%
KSB
1109
Kennebec Savings Bank
Maine
$681K +$650K +4,367 New
CUAMC
1110
China Universal Asset Management Company
China
$678K – – –
WSCM
1111
Wellington Shields Capital Management
New York
$678K -$14.9K -100 -2%
SF
1112
Summit Financial
New Jersey
$678K +$13K +87 +2%
DWA
1113
Douglass Winthrop Advisors
New York
$676K – – –
DWG
1114
Darden Wealth Group
Michigan
$673K -$11.8K -79 -2%
AWM
1115
Avior Wealth Management
Nebraska
$673K -$23.1K -155 -3%
IF
1116
Insight Folios
North Carolina
$671K +$1.79K +12 +0.3%
CWP
1117
Core Wealth Partners
California
$670K -$1.94K -13 -0.3%
BBNA
1118
Bremer Bank National Association
Minnesota
$669K -$34.4K -231 -5%
SWP
1119
Strategic Wealth Partners
Ohio
$668K -$27K -181 -4%
AWE
1120
Avidian Wealth Enterprises
Texas
$667K +$28.7K +193 +5%
LW
1121
Linscomb Wealth
Texas
$667K -$50.8K -341 -7%
EHC
1122
Everett Harris & Co
California
$662K +$23.4K +157 +4%
SIM
1123
Stratos Investment Management
Ohio
$660K +$13K +87 +2%
SRA
1124
Secured Retirement Advisors
Minnesota
$660K -$29.8K -200 -5%
SB
1125
Sunflower Bank
Texas
$658K -$24.6K -165 -4%
43 44
45
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