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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1301
Krilogy Financial
Missouri
$482K +$98.2K +512 +18%
LOAMS
1302
Lombard Odier Asset Management (Switzerland)
Switzerland
$482K +$654K +3,411 New
PP
1303
PDS Planning
Ohio
$481K -$70K -365 -10%
SIM
1304
Sentry Investment Management
Wisconsin
$480K -$127K -662 -16%
SWM
1305
Salvus Wealth Management
New Jersey
$479K -$4.79K -25 -0.7%
PPW
1306
Pinnacle Private Wealth
Massachusetts
$479K +$10.4K +54 +2%
TCM
1307
Triumph Capital Management
Colorado
$479K +$139K +726 +27%
GAMC
1308
Garner Asset Management Corp
Texas
$477K +$282K +1,472 +77%
MIH
1309
Meitav Investment House
Israel
$476K -$25.7M -133,932 -98%
AIP
1310
Almanack Investment Partners
Pennsylvania
$476K +$8.44K +44 +1%
EGA
1311
E&G Advisors
Texas
$475K – – –
FSA
1312
Fort Sheridan Advisors
Illinois
$474K +$15.7K +82 +3%
DL
1313
DOHJ LLC
Washington
$472K -$202K -1,054 -24%
UAML
1314
US Asset Management LLC
Pennsylvania
$472K -$93.6K -488 -13%
B
1315
BetterWealth
California
$472K – – –
DWA
1316
Douglass Winthrop Advisors
New York
$470K +$121K +630 +23%
BFA
1317
Brendel Financial Advisors
New Hampshire
$467K +$161K +839 +34%
HR
1318
Howe & Rusling
New York
$467K +$633K +3,303 +330,300%
CWP
1319
CFM Wealth Partners
Texas
$465K +$46K +240 +8%
JAG
1320
Journey Advisory Group
Kentucky
$465K +$81.5K +425 +18%
LF
1321
Lantz Financial
Illinois
$464K +$630K +3,287 New
CWM
1322
C2C Wealth Management
Arizona
$463K – – –
BA
1323
Ballew Advisors
Mississippi
$463K +$5.37K +28 +0.9%
MHR
1324
Matthew Hamilton Rosenberg
$462K +$132K +691 +27%
RIA
1325
Realta Investment Advisors
Delaware
$461K +$43.9K +229 +8%
51 52
53
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