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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
C2C Wealth Management
Arizona
$452K – – –
HWMG
1252
Hurlow Wealth Management Group
Indiana
$451K -$2.04K -13 -0.4%
JIC
1253
Joel Isaacson & Co
New York
$449K +$7.39K +47 +2%
MSAM
1254
Moloney Securities Asset Management
Missouri
$448K -$33K -210 -6%
WFMPM
1255
Woodley Farra Manion Portfolio Management
Indiana
$448K -$22.2K -141 -4%
SFWA
1256
Summit Financial Wealth Advisors
Louisiana
$448K – – –
FAFN
1257
First Affirmative Financial Network
Colorado
$445K -$6.92K -44 -1%
PWAM
1258
Pinnacle West Asset Management
Wyoming
$444K – – –
RBFC
1259
Roman Butler Fullerton & Co
Missouri
$444K -$20.3K -129 -4%
STAS
1260
Strong Tower Advisory Services
Minnesota
$444K -$45.3K -288 -9%
KWS
1261
Keystone Wealth Services
California
$443K +$2.36K +15 +0.5%
ICM
1262
Islay Capital Management
Texas
$442K -$36.5K -232 -7%
RCG
1263
Regatta Capital Group
California
$442K +$6.14K +39 +1%
SWM
1264
Sugarloaf Wealth Management
Georgia
$442K +$629 +4 +0.1%
GWP
1265
Gen-Wealth Partners
Michigan
$442K -$29.7K -189 -6%
RGC
1266
Roberts, Glore & Co
Illinois
$439K -$2.83K -18 -0.6%
HNWAG
1267
High Net Worth Advisory Group
Florida
$437K -$94.2K -599 -17%
1WM
1268
1858 Wealth Management
Ohio
$437K -$54.4K -346 -10%
AWM
1269
Accurate Wealth Management
Florida
$437K +$2.83K +18 +0.6%
AWA
1270
Arete Wealth Advisors
Illinois
$434K +$461K +2,933 New
ECU
1271
Eisler Capital (US)
New York
$432K +$459K +2,918 New
AHC
1272
Adell Harriman & Carpenter
Texas
$429K -$84.5K -537 -16%
BCM
1273
Brown Capital Management
Maryland
$428K – – –
CAAS
1274
Capital Asset Advisory Services
Michigan
$427K -$25.5K -162 -5%
MA
1275
Modus Advisors
Minnesota
$427K -$8.02K -51 -2%
49 50
51
52 53