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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1151
First Command Financial Services
Texas
$73K +$9.94K +136 +18%
SLF
1152
Sun Life Financial
Ontario, Canada
$71K -$41.7K -570 -39%
LWM
1153
Lenox Wealth Management
Ohio
$69K +$17.8K +243 +40%
PCM
1154
Penserra Capital Management
California
$68K +$64.5K +882 New
EI
1155
Ellevest Inc
New York
$67K -$439 -6 -0.7%
RWA
1156
Ropes Wealth Advisors
Massachusetts
$66K – – –
PCP
1157
Proficio Capital Partners
Massachusetts
$65K -$73 -1 -0.1%
AWM
1158
Aevitas Wealth Management
Massachusetts
$64K -$73 -1 -0.1%
SIAS
1159
Shine Investment Advisory Services
Colorado
$63K – – –
FC
1160
Ferris Capital
Massachusetts
$61K -$1.9K -26 -3%
OC
1161
Oakworth Capital
Alabama
$60K – – –
TCM
1162
Tradewinds Capital Management
Washington
$60K +$16.4K +225 +43%
PMFA
1163
Plante Moran Financial Advisors
Michigan
$60K +$16.8K +230 +44%
GWS
1164
Glassman Wealth Services
Virginia
$57K +$42.2K +577 +418%
PCM
1165
Princeton Capital Management
New Jersey
$56K – – –
TA
1166
TCG Advisors
Texas
$56K +$51.2K +700 New
PO
1167
Private Ocean
California
$52K +$47.5K +650 New
SAM
1168
Shamrock Asset Management
Texas
$51K – – –
VNA
1169
Valley National Advisers
Pennsylvania
$51K +$2.05K +28 +5%
GSWM
1170
Golden State Wealth Management
California
$51K +$46.8K +641 New
HWA
1171
Heritage Wealth Advisors
Virginia
$48.8K – – –
SHJ
1172
Sharkey, Howes & Javer
Colorado
$48K – – –
SQA
1173
Simon Quick Advisors
New Jersey
$48K +$38.1K +521 +659%
TA
1174
Thor Advisors
New York
$48K +$43.6K +597 New
TFGT
1175
TS Financial Group (TSFG)
Illinois
$46K +$42K +574 New
45 46
47
48 49