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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
GLF
1126
Groupe la Francaise
France
$448K +$436K +3,428 New
SIA
1127
Soltis Investment Advisors
Utah
$445K +$37.1K +292 +9%
IIC
1128
Ironwood Investment Counsel
Arizona
$443K – – –
JFA
1129
JNBA Financial Advisors
Minnesota
$440K -$3.3K -26 -0.8%
BMCM
1130
Bryn Mawr Capital Management
Pennsylvania
$440K +$10.5K +83 +3%
FHC
1131
First Horizon Corporation
Tennessee
$439K -$33.3K -262 -7%
PWAC
1132
Private Wealth Advisors (California)
California
$438K -$42.4K -334 -9%
HWM
1133
HighMark Wealth Management
Minnesota
$438K +$3.43K +27 +0.8%
SWP
1134
Summit Wealth Partners
Florida
$437K – – –
PL
1135
Perpetual Ltd
Australia
$436K -$114K -900 -21%
PCM
1136
Polymer Capital Management
New York
$435K -$48K -378 -10%
BHWM
1137
Bar Harbor Wealth Management
New Hampshire
$435K -$12.7K -100 -3%
SW
1138
SteelPeak Wealth
California
$435K +$13.3K +105 +3%
A
1139
Argentarii
Ohio
$435K +$254 +2 +0.1%
RGC
1140
Roberts, Glore & Co
Illinois
$434K – – –
CAAS
1141
Capital Asset Advisory Services
Michigan
$434K +$422K +3,321 New
IRP
1142
Investment Research Partners
Pennsylvania
$431K +$51.1K +402 +14%
CBT
1143
Crews Bank & Trust
Florida
$431K -$2.54K -20 -0.6%
FFA
1144
First Foundation Advisors
California
$430K -$16K -126 -4%
MA
1145
Modus Advisors
Minnesota
$429K -$6.86K -54 -2%
GWM
1146
Geneos Wealth Management
Colorado
$426K +$9.4K +74 +2%
BRWA
1147
B. Riley Wealth Advisors
Florida
$426K -$22.6K -178 -5%
APP
1148
Avantax Planning Partners
Iowa
$423K +$41.9K +330 +11%
7WCP
1149
71 West Capital Partners
Massachusetts
$420K +$134K +1,057 +49%
LFS
1150
Lighthouse Financial Services
California
$419K +$3.18K +25 +0.8%
44 45
46
47 48