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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1276
Andesa Financial Management
Pennsylvania
$512K +$12.4K +79 +2%
MHR
1277
Matthew Hamilton Rosenberg
$512K +$941 +6 +0.2%
MWM
1278
Mission Wealth Management
California
$511K -$89.7K -572 -14%
AAMC
1279
Asset Allocation & Management Company
Illinois
$511K – – –
WSFS
1280
Wilmington Savings Fund Society
Delaware
$509K -$11.8K -75 -2%
BA
1281
Ballew Advisors
Mississippi
$506K – – –
H
1282
HoyleCohen
California
$503K +$50.4K +321 +11%
WPC
1283
Wedmont Private Capital
Pennsylvania
$503K -$93.8K -598 -16%
PWP
1284
Principle Wealth Partners
Connecticut
$501K +$17.4K +111 +3%
EGA
1285
E&G Advisors
Texas
$500K – – –
TCM
1286
True Capital Management
California
$500K +$527K +3,356 New
JFA
1287
JNBA Financial Advisors
Minnesota
$499K -$37.5K -239 -7%
KF
1288
Krilogy Financial
Missouri
$498K +$2.98K +19 +0.6%
B
1289
BetterWealth
California
$498K – – –
SIC
1290
Sigma Investment Counselors
Michigan
$498K +$39.2K +250 +8%
UAML
1291
US Asset Management LLC
Pennsylvania
$498K +$525K +3,344 New
APA
1292
Astoria Portfolio Advisors
New York
$497K -$1.1K -7 -0.2%
GDP
1293
Great Diamond Partners
Maine
$496K -$25.1K -160 -5%
EFG
1294
Ethos Financial Group
Pennsylvania
$496K +$521K +3,323 New
FSA
1295
Fort Sheridan Advisors
Illinois
$491K -$10.2K -65 -2%
QC
1296
Quent Capital
New York
$490K -$61.2K -390 -11%
CC
1297
Callan Capital
California
$489K +$161K +1,028 +46%
CRWM
1298
Castle Rock Wealth Management
California
$487K +$9.1K +58 +2%
HR
1299
Howe & Rusling
New York
$486K -$6.75K -43 -1%
JF
1300
JSF Financial
California
$485K +$238K +1,517 +87%
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