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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1476
Keystone Financial Group (Kentucky)
Kentucky
$242K +$273K +1,837 New
EWM
1477
Empirical Wealth Management
Washington
$242K -$334K -2,248 -55%
HFAS
1478
Hummer Financial Advisory Services
Illinois
$241K – – –
AF
1479
Apexium Financial
Texas
$241K +$12.9K +87 +5%
SPWM
1480
Schrum Private Wealth Management
Florida
$240K +$742 +5 +0.3%
WPC
1481
Wedmont Private Capital
Pennsylvania
$240K -$439K -2,956 -62%
VST
1482
Van Strum & Towne
California
$240K – – –
SCM
1483
Schnieders Capital Management
California
$240K -$14.8K -100 -5%
FWTB
1484
First Western Trust Bank
Colorado
$240K +$7.27K +49 +3%
VCM
1485
Vivaldi Capital Management
Illinois
$239K +$15.3K +103 +6%
VAG
1486
VisionPoint Advisory Group
Texas
$238K -$8.16K -55 -3%
WA
1487
Wealth Alliance
New York
$238K -$32.2K -217 -11%
EWP
1488
Elevation Wealth Partners
California
$238K +$1.04K +7 +0.4%
WP
1489
WealthShield Partners
North Carolina
$237K -$9.35K -63 -3%
CG
1490
CFO4Life Group
Texas
$237K -$13.9K -94 -5%
SC
1491
Scotia Capital
Ontario, Canada
$233K +$3.86K +26 +1%
ERWM
1492
Elk River Wealth Management
Colorado
$233K – – –
HNW
1493
High Note Wealth
Minnesota
$232K +$297 +2 +0.1%
MAM
1494
Meeder Asset Management
Ohio
$231K -$57.6K -388 -18%
MFA
1495
Mayflower Financial Advisors
Massachusetts
$230K -$43K -290 -14%
HS
1496
Horan Securities
United States
$230K -$69.9K -471 -21%
FSCM
1497
Front Street Capital Management
Montana
$230K -$4.45K -30 -2%
AC
1498
Avestar Capital
New York
$230K -$69K -465 -21%
CRWM
1499
Castle Rock Wealth Management
California
$230K -$99K -667 -28%
AIM
1500
Avity Investment Management
Connecticut
$229K -$40.8K -275 -14%
58 59
60
61 62