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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1551
Virtue Capital Management
Tennessee
$449K -$22.1K -91 -4%
EP
1552
EPIQ Partners
Minnesota
$448K -$77.8K -320 -14%
AG
1553
AlphaSimPlex Group
Massachusetts
$448K – – –
CCG
1554
Ceeto Capital Group
Florida
$448K – – –
OQS
1555
Occudo Quantitative Strategies
Florida
$446K -$531K -2,183 -53%
XF
1556
XML Financial
Maryland
$446K +$73.4K +302 +19%
OPOWM
1557
One Plus One Wealth Management
Florida
$445K -$5.35K -22 -1%
CTA
1558
Colonial Trust Advisors
South Carolina
$444K +$10.2K +42 +2%
GSWM
1559
Golden State Wealth Management
California
$442K +$158K +650 +52%
RG
1560
Rathbones Group
United Kingdom
$441K +$3.65K +15 +0.8%
V
1561
VeraBank
Texas
$441K +$66.6K +274 +17%
GAMC
1562
Garner Asset Management Corp
Texas
$440K -$2.43K -10 -0.5%
CIM
1563
Chapman Investment Management
California
$440K +$462K +1,900 New
RPWA
1564
Regent Peak Wealth Advisors
Georgia
$438K -$730 -3 -0.2%
GPA
1565
Garrison Point Advisors
California
$437K – – –
STA
1566
Summit Trail Advisors
New York
$436K -$51.8K -213 -10%
AWMF
1567
Arbor Wealth Management (Florida)
Florida
$436K – – –
LHC
1568
Little House Capital
Massachusetts
$436K +$32.1K +132 +8%
PWP
1569
Perfromance Wealth Partners
Illinois
$436K +$458K +1,884 New
BIM
1570
Baldwin Investment Management
Pennsylvania
$434K – – –
WGAM
1571
Wilkinson Global Asset Management
New York
$434K – – –
FBT
1572
First Bank & Trust
South Dakota
$433K -$4.13K -17 -0.9%
FPCM
1573
Financial Partners Capital Management
New York
$432K – – –
WC
1574
Woodstock Corp
Massachusetts
$430K – – –
JIC
1575
Joel Isaacson & Co
New York
$429K +$486 +2 +0.1%
61 62
63
64 65