We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1601
Birchcreek Wealth Management
Ohio
$250K +$27.6K +176 +12%
TCWA
1602
Ten Capital Wealth Advisors
Washington
$249K -$14.1K -90 -5%
AL
1603
Aspiriant LLC
California
$248K +$12.2K +78 +5%
MAC
1604
Mason & Associates (California)
California
$248K -$49.6K -316 -16%
PCG
1605
Prosperity Consulting Group
Maryland
$247K +$27.6K +176 +12%
GPFA
1606
Game Plan Financial Advisors
Ohio
$247K -$90.2K -575 -26%
LIM
1607
Longfellow Investment Management
Massachusetts
$246K +$256K +1,629 +7,757%
NSAM
1608
North Star Asset Management
Wisconsin
$246K +$3.29K +21 +1%
HAIM
1609
Hunter Associates Investment Management
Pennsylvania
$245K – – –
WCWM
1610
Willow Creek Wealth Management
California
$245K – – –
WIA
1611
World Investment Advisors
California
$245K -$18K -115 -7%
VCA
1612
Verdence Capital Advisors
Maryland
$245K +$4.24K +27 +2%
FPCM
1613
Financial Partners Capital Management
New York
$243K – – –
RP
1614
Riverbridge Partners
Minnesota
$243K – – –
KWMG
1615
King Wealth Management Group
Florida
$242K -$25.7K -164 -9%
MFG
1616
Magnus Financial Group
New York
$242K +$254K +1,622 New
CA
1617
Crewe Advisors
Utah
$241K -$56.8K -362 -18%
CMI
1618
Clare Market Investments
Texas
$240K -$537K -3,424 -68%
TAIM
1619
TD Ameritrade Investment Management
Nebraska
$240K -$116K -740 -32%
AWS
1620
AJ Wealth Strategies
New York
$240K – – –
MSCM
1621
McElhenny Sheffield Capital Management
Texas
$239K – – –
AIA
1622
Alera Investment Advisors
Illinois
$239K +$252K +1,604 New
IIM
1623
Intact Investment Management
Quebec, Canada
$238K -$126K -800 -33%
SIA
1624
Soltis Investment Advisors
Utah
$237K +$249K +1,589 New
OL
1625
Optas LLC
Texas
$237K -$8K -51 -3%
63 64
65
66 67