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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1376
Monograph Wealth Advisors
California
$618K +$630K +2,914 New
TPW
1377
TL Private Wealth
Texas
$617K – – –
LGA
1378
Lebenthal Global Advisors
New York
$617K +$56K +259 +10%
SC
1379
Scotia Capital
Ontario, Canada
$616K -$3.59M -16,605 -85%
AS
1380
Altshuler Shaham
Israel
$616K +$71K +328 +13%
KF
1381
Krilogy Financial
Missouri
$615K -$27K -125 -4%
IHL
1382
Investment House LLC
California
$615K – – –
BAM
1383
Byrne Asset Management
New Jersey
$613K -$9.74K -45 -2%
BCM
1384
Brown Capital Management
Maryland
$613K – – –
ACP
1385
Aviance Capital Partners
Florida
$612K -$20.8K -96 -3%
CFO
1386
CVA Family Office
Colorado
$611K +$4.33K +20 +0.7%
CA
1387
Continuum Advisory
Idaho
$608K +$92.8K +429 +19%
ACP
1388
Ashfield Capital Partners
California
$606K – – –
VAS
1389
Valicenti Advisory Services
New York
$605K -$70.3K -325 -10%
ZIC
1390
ZWJ Investment Counsel
Georgia
$605K -$15.1K -70 -2%
OFS
1391
Orrstown Financial Services
Pennsylvania
$604K -$145K -668 -19%
BWA
1392
Bordeaux Wealth Advisors
California
$604K -$50.4K -233 -8%
PWM
1393
Prentice Wealth Management
New York
$604K +$13.4K +62 +2%
CWM
1394
Calamos Wealth Management
Illinois
$604K +$54.7K +253 +10%
BIM
1395
Baldwin Investment Management
Pennsylvania
$603K +$209K +965 +51%
ITIM
1396
Indiana Trust & Investment Management
Indiana
$602K +$18.4K +85 +3%
MCCP
1397
Mission Creek Capital Partners
California
$601K -$13K -60 -2%
RE
1398
RBC Europe
United Kingdom
$597K -$5.41K -25 -0.9%
GWAM
1399
Guardian Wealth Advisors (Minnesota)
Minnesota
$597K +$103K +476 +20%
GLA
1400
Good Life Advisors
Pennsylvania
$596K -$13.8K -64 -2%
54 55
56
57 58