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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1126
Cladis Investment Advisory
Montana
$609K +$157 +1 +0%
KFA
1127
Kelleher Financial Advisors
New York
$608K +$43.7K +278 +7%
VBFP
1128
Valtinson Bruner Financial Planning
Minnesota
$607K +$84.3K +536 +15%
CCMT
1129
CMT Capital Markets Trading
Germany
$607K +$645K +4,100 New
SICM
1130
Sustainable Insight Capital Management
New York
$607K +$271K +1,724 +73%
LC
1131
Lindbrook Capital
California
$607K +$3.93K +25 +0.6%
EHC
1132
Everett Harris & Co
California
$606K +$76.2K +484 +13%
AWE
1133
Avidian Wealth Enterprises
Texas
$605K -$61K -388 -9%
DTC
1134
Davidson Trust Company
Washington
$605K +$32.1K +204 +5%
PP
1135
PDS Planning
Ohio
$604K +$22.7K +144 +4%
PGF
1136
Plan Group Financial
Oklahoma
$601K +$332K +2,108 +108%
LF
1137
Lantz Financial
Illinois
$601K -$23K -146 -3%
IFWM
1138
Institute for Wealth Management
Colorado
$601K +$109K +695 +21%
DP
1139
Dearborn Partners
Illinois
$597K -$30.7K -195 -5%
CMP
1140
Coston McIsaac & Partners
Maine
$597K +$14.8K +94 +2%
KLCM
1141
KG&L Capital Management
Louisiana
$596K -$23.4K -149 -3%
IA
1142
IFP Advisors
Florida
$596K -$11K -70 -2%
ACS
1143
Archford Capital Strategies
Illinois
$595K -$2.04K -13 -0.3%
SLT
1144
St Louis Trust
Missouri
$592K – – –
RCA
1145
Roberts Capital Advisors
Colorado
$591K – – –
PWPS
1146
Pinnacle Wealth Planning Services
Ohio
$590K -$6.45K -41 -1%
CF
1147
Centaurus Financial
California
$590K -$14.6K -93 -2%
PWP
1148
Phillips Wealth Planners
Mississippi
$590K -$12.7K -81 -2%
MA
1149
MJP Associates
Connecticut
$587K +$170K +1,081 +37%
IIC
1150
Ironwood Investment Counsel
Arizona
$587K -$8.65K -55 -1%
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46
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