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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
SeaCrest Wealth Management
New York
$633K -$68.2K -476 -9%
CSI
1102
Cross Staff Investments
New York
$632K – – –
CMA
1103
Cedar Mountain Advisors
Oregon
$624K – – –
DLA
1104
Douglas Lane & Associates
New York
$624K – – –
RIL
1105
Rothschild Investment LLC
Illinois
$623K -$20.1K -140 -3%
WPC
1106
Wedmont Private Capital
Pennsylvania
$623K -$97.3K -679 -13%
KWM
1107
Keebeck Wealth Management
Illinois
$623K +$8.31K +58 +1%
RWM
1108
Ritholtz Wealth Management
New York
$622K +$81K +565 +14%
JPG
1109
Jordan Park Group
California
$622K – – –
PBC
1110
Pavion Blue Capital
California
$621K – – –
EW
1111
Evoke Wealth
California
$621K +$269K +1,876 +69%
CSA
1112
Cornerstone Select Advisors
Missouri
$619K +$656K +4,576 New
WT
1113
Washington Trust
Rhode Island
$616K -$15.8K -110 -2%
CPA
1114
Court Place Advisors
Maryland
$615K +$1K +7 +0.2%
CMAI
1115
Capital Management Associates Inc
Minnesota
$611K -$26.7K -186 -4%
CWS
1116
Confluence Wealth Services
Pennsylvania
$609K -$16.8K -117 -3%
CBB
1117
Citizens Business Bank
California
$608K +$225K +1,567 New
BFA
1118
Beacon Financial Advisory
Ohio
$606K -$73.1K -510 -10%
PCP
1119
Proficio Capital Partners
Massachusetts
$606K +$274K +1,910 +74%
RFA
1120
Register Financial Advisors
Georgia
$604K +$287 +2 +0%
AFP
1121
Ausdal Financial Partners
Iowa
$597K +$29.1K +203 +5%
MIA
1122
MMBG Investment Advisors
Florida
$595K +$87.4K +610 +16%
LCM
1123
LVM Capital Management
Michigan
$595K +$631K +4,404 New
SF
1124
Summit Financial
New Jersey
$595K +$7.17K +50 +1%
ATC
1125
Adirondack Trust Company
New York
$594K -$80.5K -562 -11%
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