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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1126
Perpetual Ltd
Australia
$436K -$114K -900 -21%
PCM
1127
Polymer Capital Management
New York
$435K -$48K -378 -10%
BHWM
1128
Bar Harbor Wealth Management
New Hampshire
$435K -$12.7K -100 -3%
SW
1129
SteelPeak Wealth
California
$435K +$13.3K +105 +3%
A
1130
Argentarii
Ohio
$435K +$254 +2 +0.1%
RGC
1131
Roberts, Glore & Co
Illinois
$434K – – –
CAAS
1132
Capital Asset Advisory Services
Michigan
$434K +$422K +3,321 New
IRP
1133
Investment Research Partners
Pennsylvania
$431K +$51.1K +402 +14%
CBT
1134
Crews Bank & Trust
Florida
$431K -$2.54K -20 -0.6%
FFA
1135
First Foundation Advisors
California
$430K -$16K -126 -4%
MA
1136
Modus Advisors
Minnesota
$429K -$6.86K -54 -2%
GWM
1137
Geneos Wealth Management
Colorado
$426K +$9.4K +74 +2%
BRWA
1138
B. Riley Wealth Advisors
Florida
$426K -$22.6K -178 -5%
APP
1139
Avantax Planning Partners
Iowa
$423K +$41.9K +330 +11%
7WCP
1140
71 West Capital Partners
Massachusetts
$420K +$134K +1,057 +49%
LFS
1141
Lighthouse Financial Services
California
$419K +$3.18K +25 +0.8%
GWMR
1142
GC Wealth Management RIA
Massachusetts
$418K -$47.4K -373 -10%
CFO
1143
CVA Family Office
Colorado
$416K +$2.54K +20 +0.6%
WP
1144
Waycross Partners
Kentucky
$413K – – –
PFSC
1145
Peoples Financial Services Corp
Pennsylvania
$412K -$1.14K -9 -0.3%
EP
1146
Essential Partners
California
$412K -$762 -6 -0.2%
HCM
1147
Howard Capital Management
Georgia
$411K +$185K +1,454 +86%
MWM
1148
MOR Wealth Management
Pennsylvania
$409K +$398K +3,135 New
BWM
1149
Bullock Wealth Management
Indiana
$409K +$399K +3,139 New
IPWA
1150
International Private Wealth Advisors
California
$407K +$395K +3,112 New
44 45
46
47 48