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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
Stockman Wealth Management
Montana
$535K +$7.06K +45 +1%
TAM
1252
Tealwood Asset Management
Minnesota
$533K – – –
NICM
1253
Neo Ivy Capital Management
New York
$533K +$561K +3,576 New
SVCP
1254
Silicon Valley Capital Partners
California
$531K -$403K -2,567 -42%
IFWM
1255
Institute for Wealth Management
Colorado
$531K -$144K -918 -20%
BB
1256
Berkshire Bank
Massachusetts
$531K +$97K +618 +21%
BOPW
1257
Brandywine Oak Private Wealth
Pennsylvania
$530K -$33.6K -214 -6%
SWM
1258
Salvus Wealth Management
New Jersey
$529K +$3.77K +24 +0.7%
ZCA
1259
Zeke Capital Advisors
Pennsylvania
$529K -$93.8K -598 -14%
MA
1260
MCF Advisors
Kentucky
$527K +$471 +3 +0.1%
AA
1261
Apriem Advisors
California
$525K +$28.4K +181 +5%
CG
1262
Clifford Group
Massachusetts
$525K +$553K +3,522 New
GLA
1263
Good Life Advisors
Pennsylvania
$524K +$12.7K +81 +2%
MG
1264
Marex Group
$524K +$551K +3,513 New
MUAMU
1265
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$522K – – –
STAS
1266
Strong Tower Advisory Services
Minnesota
$521K – – –
FG
1267
Foster Group
Iowa
$520K -$39.5K -252 -7%
CHJWM
1268
Carlton Hofferkamp & Jenks Wealth Management
Texas
$518K -$4.39K -28 -0.9%
CL
1269
Choreo LLC
Illinois
$518K -$78.1K -498 -13%
IF
1270
Intrua Financial
Texas
$518K +$218K +1,391 +75%
RGC
1271
Roberts, Glore & Co
Illinois
$514K +$5.02K +32 +0.9%
PPWP
1272
Proquility Private Wealth Partners
Nevada
$514K -$173K -1,101 -24%
DA
1273
Dover Advisors
Virginia
$514K +$541K +3,446 New
AG
1274
AIA Group
Hong Kong
$513K -$315K -2,010 -37%
SWM
1275
Sugarloaf Wealth Management
Georgia
$513K -$471 -3 -0.1%
49 50
51
52 53