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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1226
Howe & Rusling
New York
$336K +$3.12K +25 +0.8%
EW
1227
Evoke Wealth
California
$334K -$174K -1,392 -30%
JWM
1228
Jeppson Wealth Management
California
$333K +$144K +1,150 +56%
CWM
1229
Centurion Wealth Management
Virginia
$331K – – –
PPC
1230
Park Place Capital
Alabama
$330K +$226K +1,808 +133%
PCP
1231
Perbak Capital Partners
United Kingdom
$329K +$394K +3,156 New
WAOTB
1232
Wealth Advisors of Tampa Bay
Florida
$329K +$394K +3,150 New
TF
1233
Tompkins Financial
New York
$327K – – –
RG
1234
Rathbones Group
United Kingdom
$325K -$62.5K -500 -14%
CWP
1235
CFM Wealth Partners
Texas
$324K +$16.9K +135 +5%
BDFN
1236
Bond & Devick Financial Network
Minnesota
$323K – – –
AWM
1237
Avior Wealth Management
Nebraska
$322K -$201K -1,612 -34%
GL
1238
Graypoint LLC
New York
$322K -$14.1K -113 -4%
WFL
1239
Wealth Forward LLC
North Dakota
$322K – – –
HWA
1240
Heritage Wealth Advisors
Virginia
$321K -$5.5K -44 -1%
GWM
1241
Gitterman Wealth Management
New Jersey
$320K +$383K +3,067 New
SAM
1242
Strategy Asset Managers
California
$319K +$114K +912 +43%
BWP
1243
Balboa Wealth Partners
Arizona
$318K -$1.97M -15,778 -84%
CWM
1244
C2C Wealth Management
Arizona
$318K – – –
NRG
1245
Nemes Rush Group
Michigan
$318K -$155K -1,238 -29%
BCM
1246
Buckhead Capital Management
Georgia
$317K +$50K +400 +15%
CA
1247
Cambridge Advisors
Nebraska
$317K -$13.7K -110 -3%
PL
1248
Plancorp LLC
Missouri
$316K +$76.5K +612 +25%
AAP
1249
Arax Advisory Partners
Colorado
$314K +$277K +2,215 +280%
MWA
1250
Martel Wealth Advisors
Washington
$313K – – –
48 49
50
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