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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1401
Sage Private Wealth Group
Illinois
$587K +$876 +4 +0.2%
VCM
1402
Virtue Capital Management
Tennessee
$587K +$10.1K +46 +2%
IAS
1403
Investment Advisory Services
Texas
$586K +$531K +2,426 New
GAG
1404
GM Advisory Group
New York
$585K +$110K +502 +26%
APC
1405
Aspire Private Capital
North Carolina
$585K +$150K +687 +40%
OIA
1406
Optimum Investment Advisors
Illinois
$581K – – –
CC
1407
Callan Capital
California
$580K +$81.2K +371 +18%
BW
1408
Bison Wealth
Georgia
$576K -$24.1K -110 -4%
CT
1409
Columbia Trust
Oregon
$574K -$93.5K -427 -15%
PWMAG
1410
Pinnacle Wealth Management Advisory Group
New Jersey
$574K – – –
PWA
1411
Phoenix Wealth Advisors
North Carolina
$574K +$219 +1 +0%
UBV
1412
United Bank (Virginia)
Virginia
$571K +$20.8K +95 +4%
WAM
1413
Wolverine Asset Management
Illinois
$567K +$34.1K +156 +7%
KFA
1414
Krane Funds Advisors
New York
$566K -$16K -73 -3%
CCIA
1415
Cherry Creek Investment Advisors
Colorado
$566K +$512K +2,340 New
RP
1416
Riverbridge Partners
Minnesota
$563K -$657 -3 -0.1%
CYG
1417
Clean Yield Group
Vermont
$562K – – –
TPWA
1418
TRUE Private Wealth Advisors
Oregon
$560K -$375K -1,715 -43%
GWAM
1419
Guardian Wealth Advisors (Minnesota)
Minnesota
$560K -$18.2K -83 -3%
PWLP
1420
Prio Wealth Limited Partnership
Massachusetts
$559K -$58.2K -266 -10%
OWA
1421
Outlook Wealth Advisors
Texas
$558K +$37.6K +172 +8%
JMFC
1422
J.M. Forbes & Co
Massachusetts
$557K – – –
PI
1423
Pettee Investors
Connecticut
$556K – – –
SC
1424
Searle & Co
Connecticut
$556K – – –
WC
1425
Westhampton Capital
North Carolina
$556K – – –
55 56
57
58 59