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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1151
GC Wealth Management RIA
Massachusetts
$418K -$47.4K -373 -10%
CFO
1152
CVA Family Office
Colorado
$416K +$2.54K +20 +0.6%
WP
1153
Waycross Partners
Kentucky
$413K – – –
PFSC
1154
Peoples Financial Services Corp
Pennsylvania
$412K -$1.14K -9 -0.3%
EP
1155
Essential Partners
California
$412K -$762 -6 -0.2%
HCM
1156
Howard Capital Management
Georgia
$411K +$185K +1,454 +86%
MWM
1157
MOR Wealth Management
Pennsylvania
$409K +$398K +3,135 New
BWM
1158
Bullock Wealth Management
Indiana
$409K +$4.45K +35 +1%
IPWA
1159
International Private Wealth Advisors
California
$407K +$395K +3,112 New
WA
1160
WBH Advisory
Maryland
$406K -$6.99K -55 -2%
WC
1161
Waterloo Capital
Texas
$405K -$25.3K -199 -6%
HCP
1162
Hexagon Capital Partners
Arkansas
$404K -$42.1K -331 -10%
SAA
1163
Southeast Asset Advisors
Georgia
$403K – – –
HR
1164
Howe & Rusling
New York
$402K +$15.9K +125 +4%
BA
1165
Ballew Advisors
Mississippi
$400K -$15.2K -120 -4%
NG
1166
Norden Group
Utah
$399K +$1.78K +14 +0.5%
FWA
1167
FSM Wealth Advisors
Ohio
$399K +$45.4K +357 +13%
CWM
1168
C2C Wealth Management
Arizona
$398K – – –
HNWAG
1169
High Net Worth Advisory Group
Florida
$397K +$103K +810 +36%
CWM
1170
Compass Wealth Management
Connecticut
$397K +$386K +3,042 New
DLA
1171
Douglas Lane & Associates
New York
$397K – – –
AA
1172
Auxano Advisors
Washington
$396K -$5.72K -45 -1%
JFGLC
1173
Johnson Financial Group LLC (Colorado)
Colorado
$394K +$55.4K +436 +17%
IHL
1174
Investment House LLC
California
$394K +$14.4K +113 +4%
ACS
1175
Archford Capital Strategies
Illinois
$393K +$3.68K +29 +1%
45 46
47
48 49