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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1251
RBA Wealth Management
California
$438K +$464K +3,239 New
RBI
1252
Raiffeisen Bank International
Austria
$438K +$464K +3,240 New
SIMG
1253
Sonora Investment Management Group
Arizona
$437K -$43.1K -301 -9%
1WM
1254
1858 Wealth Management
Ohio
$437K +$147K +1,025 +46%
HAM
1255
Harmony Asset Management
Arizona
$437K -$13.6K -95 -3%
AG
1256
AlTi Global
New York
$436K -$48.4K -338 -9%
GL
1257
Graypoint LLC
New York
$433K -$93.9K -655 -17%
HR
1258
Howe & Rusling
New York
$431K -$3.87K -27 -0.8%
TSWM
1259
Tyler-Stone Wealth Management
Ohio
$431K +$136K +947 +42%
WG
1260
Wealth Group
North Carolina
$430K -$99.5K -694 -18%
DLCIG
1261
D.L. Carlson Investment Group
New Hampshire
$430K -$40.8K -285 -8%
IFWM
1262
Institute for Wealth Management
Colorado
$429K -$107K -746 -19%
PPWP
1263
Premier Path Wealth Partners
New Jersey
$428K -$56.5K -394 -11%
CIC
1264
Chase Investment Counsel
Virginia
$427K -$50.2K -350 -10%
CA
1265
Cambridge Advisors
Nebraska
$426K -$43K -300 -9%
CA
1266
Claro Advisors
Massachusetts
$424K -$142K -988 -24%
PA
1267
PFG Advisors
Arizona
$423K +$6.31K +44 +1%
TF
1268
Tompkins Financial
New York
$423K -$93.2K -650 -17%
ICM
1269
Islay Capital Management
Texas
$421K -$1.29M -8,996 -74%
HWA
1270
Heritage Wealth Advisors
Virginia
$421K -$51.7K -361 -10%
TNA
1271
True North Advisors
Texas
$421K +$21.4K +149 +5%
GA
1272
Geller Advisors
New York
$417K -$2.87K -20 -0.6%
FNFDCM
1273
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$417K -$129K -900 -23%
WFL
1274
Wealth Forward LLC
North Dakota
$417K – – –
HCM
1275
Howard Capital Management
Georgia
$417K +$33K +230 +8%
49 50
51
52 53