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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1201
Mission Wealth Management
California
$498K +$47.1K +386 +12%
VCA
1202
Verdence Capital Advisors
Maryland
$497K +$12.1K +99 +3%
HGERS
1203
Householder Group Estate & Retirement Specialist
Arizona
$496K -$191K -1,565 -31%
JWCA
1204
J.W. Coons Advisors
Ohio
$493K -$6.1K -50 -1%
MSAM
1205
Moloney Securities Asset Management
Missouri
$493K +$12.5K +102 +3%
HWA
1206
Heritage Wealth Advisors
Virginia
$491K – – –
PCS
1207
Personal CFO Solutions
New Jersey
$490K +$420K +3,440 New
ST
1208
Sabal Trust
Florida
$489K -$12.7M -103,935 -97%
AC
1209
Avestar Capital
New York
$488K +$104K +849 +33%
UCB
1210
United Community Bank
South Carolina
$486K -$5.62K -46 -1%
IFWM
1211
Institute for Wealth Management
Colorado
$486K -$4.27K -35 -1%
STAS
1212
Strong Tower Advisory Services
Minnesota
$485K -$1.71K -14 -0.4%
SSW
1213
Smith Shellnut Wilson
Mississippi
$485K -$143K -1,170 -26%
FIB
1214
First Interstate Bank
Montana
$484K -$26.9K -220 -6%
AG
1215
AlTi Global
New York
$484K +$415K +3,397 New
GPI
1216
General Partner Inc
Pennsylvania
$479K -$74.7K -612 -15%
DSC
1217
Duncker Streett & Co
Missouri
$479K -$16.4K -134 -4%
FCA
1218
FinTrust Capital Advisors
South Carolina
$479K +$366 +3 +0.1%
GIA
1219
Gladstone Institutional Advisory
Florida
$479K +$22K +180 +6%
B
1220
BetterWealth
California
$476K – – –
GFP
1221
Gryphon Financial Partners
Ohio
$476K +$296K +2,426 New
PWP
1222
Phillips Wealth Planners
Mississippi
$474K -$43.1K -353 -9%
MP
1223
McDonald Partners
Ohio
$473K -$58.8K -482 -13%
UAML
1224
US Asset Management LLC
Pennsylvania
$471K +$404K +3,310 New
AIM
1225
Alhambra Investment Management
Florida
$470K -$2.44K -20 -0.6%
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