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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1126
JNBA Financial Advisors
Minnesota
$411K +$3.83K +34 +1%
IIC
1127
Ironwood Investment Counsel
Arizona
$411K -$10.7K -95 -3%
CWM
1128
Centurion Wealth Management
Virginia
$411K +$6.2K +55 +2%
EWM
1129
Empirical Wealth Management
Washington
$410K -$19.7K -175 -5%
AA
1130
Advisory Alpha
Michigan
$408K +$16.5K +146 +5%
SWP
1131
Summit Wealth Partners
Florida
$406K +$377K +3,348 New
MA
1132
Modus Advisors
Minnesota
$404K -$16.7K -148 -4%
HWM
1133
HighMark Wealth Management
Minnesota
$403K +$301K +2,671 +407%
RGC
1134
Roberts, Glore & Co
Illinois
$403K -$20.1K -178 -5%
CBT
1135
Crews Bank & Trust
Florida
$402K – – –
WC
1136
Waterloo Capital
Texas
$400K +$372K +3,297 New
WPC
1137
Wedmont Private Capital
Pennsylvania
$399K +$83K +736 +29%
BRWA
1138
B. Riley Wealth Advisors
Florida
$399K -$198K -1,760 -34%
BMCM
1139
Bryn Mawr Capital Management
Pennsylvania
$398K -$71K -630 -16%
KCM
1140
Kathmere Capital Management
Pennsylvania
$398K +$73.1K +648 +25%
LOPW
1141
Live Oak Private Wealth
North Carolina
$397K -$14.2K -126 -4%
WWM
1142
Walser Wealth Management
Florida
$396K +$368K +3,267 New
BA
1143
Ballew Advisors
Mississippi
$396K – – –
BCM
1144
Becker Capital Management
Oregon
$395K -$14.1K -125 -4%
SCI
1145
Silver Coast Investments
United States
$394K -$113 -1 -0%
SAM
1146
Sagewood Asset Management
New York
$393K +$366K +3,242 New
SW
1147
SteelPeak Wealth
California
$391K +$364K +3,226 New
GWP
1148
Gen-Wealth Partners
Michigan
$390K +$2.03K +18 +0.6%
RMCM
1149
Reynders McVeigh Capital Management
Massachusetts
$389K +$5.75K +51 +2%
BPC
1150
Banque Pictet & Cie
Switzerland
$388K +$361K +3,201 New
44 45
46
47 48