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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1151
SteelPeak Wealth
California
$763K +$114K +682 +19%
BCM
1152
Brookstone Capital Management
Illinois
$763K +$137K +820 +23%
BFC
1153
Bedel Financial Consulting
Indiana
$763K +$152K +914 +27%
SSW
1154
Smith Shellnut Wilson
Mississippi
$762K -$81.2K -487 -10%
HWA
1155
Heritage Wealth Advisors
Virginia
$762K +$504K +3,019 +233%
CCM
1156
Compton Capital Management
Rhode Island
$759K – – –
PWM
1157
Peterson Wealth Management
Nevada
$759K +$164K +986 +30%
BCM
1158
Bayesian Capital Management
New York
$759K +$717K +4,300 New
SC
1159
Shay Capital
New York
$759K +$717K +4,300 New
PBC
1160
Pavion Blue Capital
California
$758K – – –
PCG
1161
Private Capital Group
Connecticut
$756K +$61.5K +369 +9%
CF
1162
Copperwynd Financial
Arizona
$755K -$50.2K -301 -7%
CPIG
1163
Chicago Partners Investment Group
Illinois
$752K -$27.5K -165 -4%
RCAG
1164
Rehmann Capital Advisory Group
Michigan
$751K -$167K -1,000 -19%
LWM
1165
Loveless Wealth Management
Montana
$742K +$701K +4,201 New
BFG
1166
Berger Financial Group
Minnesota
$739K +$698K +4,187 New
PG
1167
Proffitt & Goodson
Tennessee
$736K -$44.9K -269 -6%
CRC
1168
Curi RMB Capital
Illinois
$732K – – –
SFSG
1169
Sound Financial Strategies Group
Mississippi
$730K -$55.9K -335 -7%
LA
1170
LVW Advisors
New York
$728K +$277K +1,661 +67%
ZCA
1171
Zeke Capital Advisors
Pennsylvania
$725K +$212K +1,270 +45%
SWA
1172
Stratos Wealth Advisors
Ohio
$721K +$106K +636 +18%
ONST
1173
Old North State Trust
North Carolina
$720K -$64.4K -386 -9%
CG
1174
Caprock Group
Idaho
$720K +$38.5K +231 +6%
LAM
1175
L2 Asset Management
Massachusetts
$719K +$680K +4,075 New
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48 49