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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1576
BTR Capital Management
California
$288K – – –
LFA
1577
Legacy Financial Advisors
Kentucky
$288K +$27.5K +147 +11%
PWM
1578
Paulson Wealth Management
Illinois
$288K +$262K +1,402 New
MWM
1579
Madison Wealth Management
Ohio
$286K – – –
AOWM
1580
Alpha Omega Wealth Management
Virginia
$286K +$1.87K +10 +0.7%
SG
1581
Stonnington Group
California
$286K +$264K +1,411 New
CCM
1582
Crew Capital Management
Ohio
$286K +$270K +1,444 New
SM
1583
Sciencast Management
New Jersey
$285K -$2.78M -14,861 -91%
AAMC
1584
Asset Allocation & Management Company
Illinois
$283K – – –
SAM
1585
S.A. Mason
Michigan
$283K – – –
EWM
1586
EPG Wealth Management
Georgia
$283K +$14.4K +77 +6%
WW
1587
Westshore Wealth
California
$281K +$265K +1,417 New
HIP
1588
HUB Investment Partners
Texas
$280K +$2.06K +11 +0.8%
CTA
1589
Colonial Trust Advisors
South Carolina
$279K +$5.05K +27 +2%
GA
1590
Geller Advisors
New York
$279K +$47.7K +255 +22%
1WA
1591
180 Wealth Advisors
Washington
$278K -$38K -203 -14%
CHA
1592
Carmichael Hill & Associates
Maryland
$277K – – –
HFP
1593
Holistic Financial Partners
Indiana
$276K -$222K -1,188 -46%
WA
1594
Wealth Advisors
California
$276K – – –
WJA
1595
Willis Johnson & Associates
Texas
$275K – – –
SFG
1596
StrategIQ Financial Group
Indiana
$275K +$260K +1,388 New
VAG
1597
VisionPoint Advisory Group
Texas
$274K -$76.5K -409 -23%
SW
1598
SlateStone Wealth
Florida
$273K – – –
YMRC
1599
Yorktown Management & Research Company
Virginia
$272K -$248K -1,325 -49%
SQA
1600
Simon Quick Advisors
New Jersey
$272K -$25.8K -138 -9%
62 63
64
65 66