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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1601
Perfromance Wealth Partners
Illinois
$225K +$193K +1,577 New
RCWM
1602
Royal Capital Wealth Management
Indiana
$225K +$193K +1,577 New
FTIS
1603
First Trust Investment Solutions
Florida
$223K +$192K +1,569 New
SW
1604
SkyOak Wealth
Michigan
$223K +$192K +1,569 New
FHA
1605
Flagship Harbor Advisors
Massachusetts
$223K +$191K +1,568 New
SC
1606
Sierra Capital
Florida
$223K +$191K +1,562 New
DAM
1607
Derbend Asset Management
Georgia
$223K +$191K +1,565 New
APW
1608
Austin Private Wealth
Texas
$223K +$191K +1,563 New
LRPA
1609
L. Roy Papp & Associates
Arizona
$222K +$190K +1,560 New
SIC
1610
SJS Investment Consulting
Ohio
$222K +$12.7K +104 +7%
AWA
1611
Alta Wealth Advisors
Massachusetts
$221K +$190K +1,555 New
CRC
1612
Curi RMB Capital
Illinois
$221K -$54.3K -445 -22%
FOA
1613
Five Oceans Advisors
California
$221K +$189K +1,552 New
MIM
1614
MTM Investment Management
South Carolina
$221K +$189K +1,550 New
MSCM
1615
McElhenny Sheffield Capital Management
Texas
$221K +$189K +1,550 New
CT
1616
Cambridge Trust
Massachusetts
$221K -$19.4K -159 -9%
1WM
1617
1900 Wealth Management
Texas
$220K +$189K +1,545 New
HA
1618
Herold Advisors
New York
$220K +$188K +1,543 New
CT
1619
Colonial Trust
South Carolina
$220K -$14.5K -119 -7%
OHWP
1620
Oak Harbor Wealth Partners
North Carolina
$219K +$188K +1,540 New
S
1621
Sachetta
Massachusetts
$219K +$188K +1,540 New
LWM
1622
Lakeridge Wealth Management
Ohio
$219K +$188K +1,537 New
BIA
1623
Benchmark Investment Advisors
Illinois
$218K -$293K -2,400 -61%
OLVIG
1624
Oliver Lagore Vanvalin Investment Group
Michigan
$218K – – –
EWA
1625
EverSource Wealth Advisors
Alabama
$216K -$86.7K -710 -32%
63 64
65
66 67