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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1151
Gerber Kawasaki Wealth & Investment Management
California
$409K +$390K +3,416 New
EWA
1152
Exencial Wealth Advisors
Oklahoma
$407K -$3.88K -34 -1%
AAM
1153
AMI Asset Management
California
$406K +$90.1K +789 +30%
CHJWM
1154
Carlton Hofferkamp & Jenks Wealth Management
Texas
$406K +$98K +859 +35%
VWA
1155
Visionary Wealth Advisors
Illinois
$403K +$15.4K +135 +4%
ZCA
1156
Zeke Capital Advisors
Pennsylvania
$402K -$257K -2,253 -40%
CWP
1157
CFM Wealth Partners
Texas
$402K -$103K -900 -21%
HC
1158
Hourglass Capital
Texas
$400K – – –
YIA
1159
YHB Investment Advisors
Connecticut
$399K -$1.83K -16 -0.5%
DWA
1160
Douglass Winthrop Advisors
New York
$395K +$18.4K +161 +5%
TNA
1161
True North Advisors
Texas
$393K +$375K +3,282 New
WSTAM
1162
Wilbanks Smith & Thomas Asset Management
Virginia
$392K -$153K -1,338 -29%
IFAM
1163
Institutional & Family Asset Management
Colorado
$390K -$4.57K -40 -1%
IFS
1164
Ifrah Financial Services
Arkansas
$386K -$44.3K -388 -11%
BZWA
1165
Blue Zone Wealth Advisors
California
$383K +$364K +3,193 New
AA
1166
Argent Advisors
Louisiana
$382K -$26.3K -230 -7%
TWM
1167
Titus Wealth Management
California
$382K +$11.4K +100 +3%
W
1168
WealthStone
Ohio
$381K +$363K +3,178 New
MG
1169
Mather Group
Illinois
$381K +$5.25K +46 +1%
CG
1170
Caprock Group
Idaho
$381K +$39.6K +347 +12%
DLA
1171
Douglas Lane & Associates
New York
$380K -$43.9K -385 -11%
BA
1172
Ballew Advisors
Mississippi
$380K +$8.56K +75 +2%
KFA
1173
Krane Funds Advisors
New York
$377K -$168K -1,476 -32%
FP
1174
Financial Perspectives
Minnesota
$374K – – –
CWM
1175
Calamos Wealth Management
Illinois
$373K -$3.99M -34,964 -92%
45 46
47
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