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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1326
Capital Performance Advisors
California
$282K -$391K -3,079 -59%
RIM
1327
RW Investment Management
Idaho
$282K +$31.4K +247 +13%
TBT
1328
Texas Bank & Trust
Texas
$281K -$239K -1,884 -47%
CFP
1329
Catalyst Financial Partners
Massachusetts
$281K +$273K +2,152 New
SAM
1330
Smithbridge Asset Management
Pennsylvania
$281K -$6.86K -54 -2%
HCMT
1331
Highland Capital Management (Tennessee)
Tennessee
$280K -$12.7K -100 -4%
BFG
1332
Beacon Financial Group
Texas
$279K -$16.4K -129 -6%
OC
1333
Oakworth Capital
Alabama
$279K – – –
SFG
1334
Sovereign Financial Group
Connecticut
$279K +$10.2K +80 +4%
CAM
1335
Cozad Asset Management
Illinois
$277K -$113K -890 -30%
WHCI
1336
W.H. Cornerstone Investments
Massachusetts
$277K -$20.1K -158 -7%
CWM
1337
Connecticut Wealth Management
Connecticut
$276K +$508 +4 +0.2%
LNB
1338
Ledyard National Bank
$276K -$2.31M -18,154 -90%
GWANC
1339
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K -$28.5K -224 -10%
API
1340
Asset Planning Inc
California
$275K +$1.14K +9 +0.4%
AWM
1341
Avior Wealth Management
Nebraska
$274K +$2.92K +23 +1%
CP
1342
Creekside Partners
California
$273K – – –
NG
1343
Novem Group
New York
$273K -$4.26M -33,511 -94%
EI
1344
Ellevest Inc
New York
$273K +$255K +2,006 New
TWG
1345
The Wealth Group
Minnesota
$273K +$127 +1 +0%
KWM
1346
Keebeck Wealth Management
Illinois
$272K +$265K +2,085 New
VAG
1347
VisionPoint Advisory Group
Texas
$271K +$22.7K +179 +9%
CWP
1348
Curated Wealth Partners
California
$271K +$263K +2,074 New
AIP
1349
Avail Investment Partners
Pennsylvania
$271K +$51.7K +407 +24%
SAM
1350
Sawgrass Asset Management
Florida
$271K – – –
52 53
54
55 56