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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1151
Wealth Group
North Carolina
$718K +$617K +4,053 New
CG
1152
Clifford Group
Massachusetts
$717K -$12.5K -82 -2%
WI
1153
Wintrust Investments
Illinois
$715K +$3.5K +23 +0.6%
ACS
1154
Archford Capital Strategies
Illinois
$714K +$133K +871 +28%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$714K +$4.26K +28 +0.7%
GM
1156
GeoWealth Management
Illinois
$714K +$288K +1,891 +88%
IIC
1157
Ironwood Investment Counsel
Arizona
$712K -$1.98K -13 -0.3%
GL
1158
Graypoint LLC
New York
$710K +$45.8K +301 +8%
P
1159
&Partners
Tennessee
$710K +$602K +3,954 New
CIS
1160
Capital International Sarl
California
$709K +$609K +4,003 New
SLT
1161
St Louis Trust
Missouri
$709K – – –
KJHP
1162
K.J. Harrison & Partners
Ontario, Canada
$709K +$609K +4,000 New
CW
1163
CIC Wealth
Maryland
$708K -$75.3K -495 -11%
H
1164
HoyleCohen
California
$707K -$16.9K -111 -3%
FCA
1165
FinTrust Capital Advisors
South Carolina
$707K +$95.5K +628 +19%
RIM
1166
RW Investment Management
Idaho
$704K +$1.83K +12 +0.3%
AWM
1167
Aberdeen Wealth Management
Illinois
$702K – – –
CCG
1168
Capital CS Group
California
$701K +$602K +3,956 New
FNT
1169
First Nebraska Trust
Nebraska
$699K -$49.4K -325 -8%
CMP
1170
Coston McIsaac & Partners
Maine
$699K -$40.9K -269 -6%
PP
1171
PDS Planning
Ohio
$698K +$5.33K +35 +0.9%
BW
1172
Bison Wealth
Georgia
$697K +$46.4K +305 +8%
SAM
1173
Smartleaf Asset Management
Massachusetts
$689K +$165K +1,083 +38%
DTC
1174
Davidson Trust Company
Washington
$688K – – –
CGL
1175
Clarius Group LLC
Washington
$687K -$47K -309 -7%
45 46
47
48 49