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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1176
LVW Advisors
New York
$396K +$2.5K +20 +0.5%
SFWA
1177
Summit Financial Wealth Advisors
Louisiana
$390K -$46.9K -375 -9%
WG
1178
Wealth Group
North Carolina
$390K +$70.4K +563 +18%
LOIP
1179
Live Oak Investment Partners
Texas
$384K +$460K +3,683 New
RGC
1180
Roberts, Glore & Co
Illinois
$384K +$84.6K +677 +23%
TAM
1181
Tealwood Asset Management
Minnesota
$384K -$163K -1,303 -26%
AC
1182
Avestar Capital
New York
$378K -$96.7K -774 -18%
EHC
1183
Everett Harris & Co
California
$374K -$60.1K -481 -12%
I2I
1184
Insight 2811 Inc
Illinois
$373K +$38K +304 +9%
MCWA
1185
Meadow Creek Wealth Advisors
Georgia
$373K -$2.5K -20 -0.6%
NC
1186
Napatree Capital
Rhode Island
$373K -$4.87K -39 -1%
MEG
1187
Millstone Evans Group
Colorado
$372K -$2K -16 -0.4%
SIM
1188
Stratos Investment Management
Ohio
$372K +$8.62K +69 +2%
VCM
1189
Virtue Capital Management
Tennessee
$370K +$445K +3,558 New
HCMT
1190
Highland Capital Management (Tennessee)
Tennessee
$370K – – –
FP
1191
Financial Perspectives
Minnesota
$369K – – –
PPWP
1192
Premier Path Wealth Partners
New Jersey
$368K +$44.6K +357 +11%
TCOTS
1193
Trust Company of the South
North Carolina
$368K – – –
HCP
1194
Hexagon Capital Partners
Arkansas
$366K +$12.9K +103 +3%
SIG
1195
Sargent Investment Group
Maryland
$366K -$46.1K -369 -10%
LS
1196
Livforsakringsbolaget Skandia
Sweden
$366K -$50K -400 -10%
SAM
1197
Strive Asset Management
Ohio
$366K -$67.6K -541 -13%
AFG
1198
Atomi Financial Group
New York
$366K +$66K +528 +18%
MW
1199
Marcum Wealth
Ohio
$365K +$7.62K +61 +2%
MFIM
1200
Mesirow Financial Investment Management
Illinois
$361K -$14.1K -113 -3%
46 47
48
49 50