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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1251
Gateway Wealth Partners
Wisconsin
$325K -$374K -2,947 -54%
FCB
1252
First County Bank
Connecticut
$324K -$25.8K -203 -8%
TSWM
1253
Triangle Securities Wealth Management
North Carolina
$324K -$2.41K -19 -0.8%
RWS
1254
RASP Wealth Solutions
Indiana
$324K +$315K +2,480 New
VCM
1255
Versant Capital Management
Arizona
$324K +$10.4K +82 +3%
JMFC
1256
J.M. Forbes & Co
Massachusetts
$323K – – –
FAN
1257
Financial Advisors Network
California
$323K +$43.2K +340 +16%
RMP
1258
Richards, Merrill & Peterson
Washington
$323K -$32.3K -254 -9%
CMBA
1259
C.M. Bidwell & Associates
Hawaii
$323K +$311K +2,451 +12,900%
APA
1260
Astoria Portfolio Advisors
New York
$322K +$65.9K +519 +27%
OCA
1261
OpenArc Corporate Advisory
Georgia
$322K +$92.1K +725 +42%
DAS
1262
Dynamic Advisor Solutions
Arizona
$322K -$4.32K -34 -1%
FFB
1263
First Financial Bankshares
Texas
$321K – – –
LOPW
1264
Live Oak Private Wealth
North Carolina
$321K -$104K -815 -25%
MW
1265
Marble Wealth
Alabama
$321K -$14.1K -111 -4%
MIM
1266
Marco Investment Management
Georgia
$321K – – –
MWA
1267
Monograph Wealth Advisors
California
$320K – – –
TFA
1268
Transamerica Financial Advisors
Florida
$320K -$47.6K -375 -13%
NWM
1269
Northwest Wealth Management
Iowa
$319K +$1.4K +11 +0.5%
QWP
1270
Quotient Wealth Partners
Texas
$319K +$26.8K +211 +9%
PWP
1271
Principle Wealth Partners
Connecticut
$317K – – –
FFP
1272
FourThought Financial Partners
Florida
$317K +$1.27K +10 +0.4%
CCFCSB
1273
Cape Cod Five Cents Savings Bank
Massachusetts
$313K +$305K +2,400 New
PA
1274
PFG Advisors
Arizona
$313K -$63.9K -503 -17%
ATS
1275
Ashton Thomas Securities
New York
$313K +$7.75K +61 +3%
49 50
51
52 53