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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1251
Triad Wealth Partners
Kansas
$315K +$48.9K +434 +20%
LWL
1252
Leo Wealth LLC
Texas
$314K +$292K +2,592 New
JFGLC
1253
Johnson Financial Group LLC (Colorado)
Colorado
$313K +$26.3K +233 +10%
CW
1254
Channel Wealth
California
$311K -$32.1K -285 -10%
MW
1255
Marble Wealth
Alabama
$311K +$2.37K +21 +0.8%
LI
1256
LMCG Investments
Massachusetts
$310K -$2.03K -18 -0.7%
AO
1257
Advisor OS
Illinois
$309K -$48.7K -432 -14%
AFT
1258
Alpha Family Trust
California
$309K – – –
PP
1259
Pingora Partners
Wyoming
$308K – – –
CA
1260
COFG Advisors
Illinois
$307K +$286K +2,533 New
NWMG
1261
National Wealth Management Group
Ohio
$307K -$66.5K -590 -19%
FWCM
1262
Ferguson Wellman Capital Management
Oregon
$307K -$40.9K -363 -13%
CBT
1263
CoreFirst Bank & Trust
Kansas
$307K – – –
ATC
1264
Adirondack Trust Company
New York
$306K -$17.8K -158 -6%
CIC
1265
Chilton Investment Company
Connecticut
$305K – – –
BA
1266
Bridgewater Advisors
New York
$304K +$9.02K +80 +3%
ACM
1267
Arcataur Capital Management
Wisconsin
$304K -$7.33K -65 -3%
AG
1268
AmeriFlex Group
Nevada
$304K +$21.9K +194 +8%
WSCM
1269
Wellington Shields Capital Management
New York
$303K +$56.4K +500 +25%
TSWM
1270
Triangle Securities Wealth Management
North Carolina
$303K -$20.9K -185 -7%
DAS
1271
Dynamic Advisor Solutions
Arizona
$302K +$17.9K +159 +7%
GLA
1272
Great Lakes Advisors
Illinois
$302K -$26.7K -237 -9%
MFG
1273
Monte Financial Group
Connecticut
$302K -$396K -3,512 -59%
TC
1274
TownSquare Capital
Utah
$301K +$9.7K +86 +4%
IFWM
1275
Institute for Wealth Management
Colorado
$301K +$225 +2 +0.1%
49 50
51
52 53