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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Salvus Wealth Management
New Jersey
$601K +$12.2K +74 +2%
SSB
1202
Sandy Spring Bank
Maryland
$598K -$1.15K -7 -0.2%
GAG
1203
GM Advisory Group
New York
$598K +$286K +1,742 +93%
LCM
1204
Laurion Capital Management
New York
$596K -$10M -61,122 -94%
FIB
1205
First Interstate Bank
Montana
$596K – – –
MA
1206
MCF Advisors
Kentucky
$595K +$9.37K +57 +2%
HT
1207
HighTower Trust
Texas
$595K -$78.8K -479 -11%
JFGIW
1208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$593K -$184K -1,117 -24%
TAM
1209
Tealwood Asset Management
Minnesota
$592K – – –
AWA
1210
Aaron Wealth Advisors
Illinois
$591K -$55.1K -335 -9%
IFWM
1211
Institute for Wealth Management
Colorado
$588K -$1.97K -12 -0.3%
MG
1212
Marex Group
$587K +$5.59K +34 +1%
EAM
1213
EFG Asset Management
Oregon
$587K +$583K +3,548 New
WMA
1214
West Michigan Advisors
Michigan
$587K +$583K +3,545 New
CDH
1215
Charles D. Hyman
$586K -$242K -1,474 -29%
EI
1216
Ellevest Inc
New York
$586K +$153K +933 +36%
VIM
1217
Vinva Investment Management
Australia
$585K +$600K +3,651 New
NERM
1218
New England Research & Management
Illinois
$584K -$432K -2,625 -43%
GSB
1219
Greenfield Savings Bank
Massachusetts
$583K -$51.3K -312 -8%
RCM
1220
RB Capital Management
Nevada
$582K -$22.2K -135 -4%
SFG
1221
StrategIQ Financial Group
Indiana
$582K -$41.6K -253 -7%
MWM
1222
Mission Wealth Management
California
$582K +$13.3K +81 +2%
JWCA
1223
J.W. Coons Advisors
Ohio
$581K -$19.7K -120 -3%
CPWA
1224
Cerro Pacific Wealth Advisors
California
$581K -$457K -2,782 -44%
WMP
1225
Wealth Management Partners
Arizona
$580K +$82.5K +502 +17%
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