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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1326
Juncture Wealth Strategies
Arizona
$742K -$29.7K -122 -4%
NL
1327
NWAM LLC
Washington
$739K -$7.78K -32 -1%
BFIM
1328
Beese Fulmer Investment Management
Ohio
$739K +$7.29K +30 +0.9%
AWM
1329
Apollon Wealth Management
South Carolina
$738K +$372K +1,530 +92%
VAS
1330
Valicenti Advisory Services
New York
$735K – – –
TF
1331
Trek Financial
Arizona
$732K +$50.8K +209 +7%
RMDI
1332
R.M. Davis Inc
Maine
$731K +$97.3K +400 +15%
TCWM
1333
Total Clarity Wealth Management
Illinois
$729K -$10.2K -42 -1%
SWM
1334
Salvus Wealth Management
New Jersey
$725K +$27K +111 +4%
SMH
1335
Sanders Morris Harris
Texas
$723K -$3.01M -12,386 -80%
CCP
1336
Clarkston Capital Partners
Michigan
$723K +$1.95K +8 +0.3%
SIM
1337
Stratos Investment Management
Ohio
$722K +$758K +3,119 New
SIC
1338
Sigma Investment Counselors
Michigan
$720K +$9.73K +40 +1%
MIH
1339
Meitav Investment House
Israel
$718K -$858K -3,527 -53%
CWP
1340
CFM Wealth Partners
Texas
$718K +$9K +37 +1%
FCFC
1341
First Citizens Financial Corp
Iowa
$717K -$7.54K -31 -1%
BWA
1342
Bordeaux Wealth Advisors
California
$712K – – –
CWM
1343
C2C Wealth Management
Arizona
$711K +$747K +3,070 New
GM
1344
Granger Management
New York
$700K – – –
KF
1345
Krilogy Financial
Missouri
$700K +$253K +1,039 +52%
PP
1346
PDS Planning
Ohio
$697K -$47.4K -195 -6%
MWM
1347
Mission Wealth Management
California
$695K -$42.8K -176 -6%
BA
1348
Ballew Advisors
Mississippi
$695K – – –
PCM
1349
Pennsylvania Capital Management
Pennsylvania
$694K +$730K +3,000 New
ZIG
1350
Zullo Investment Group
Pennsylvania
$691K +$726K +2,985 New
52 53
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