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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1601
Dogwood Wealth Management
Kansas
$1.7K -$3.64K -37 -66%
PWA
1602
Principia Wealth Advisory
Texas
$1.7K +$197 +2 +12%
WA
1603
WestEnd Advisors
North Carolina
$1.7K +$295 +3 +19%
CMBA
1604
C.M. Bidwell & Associates
Hawaii
$1.7K +$1.87K +19 New
DPW
1605
DiNuzzo Private Wealth
Pennsylvania
$1.63K – – –
PA
1606
Pineridge Advisors
Missouri
$1.6K – – –
NECFA
1607
New England Capital Financial Advisors
Connecticut
$1.53K – – –
KTC
1608
Kentucky Trust Company
Kentucky
$1.52K – – –
SWP
1609
SIMA Wealth Partners
Virginia
$1.52K +$1.67K +17 New
BL
1610
BFSG LLC
California
$1.35K – – –
CIAS
1611
CBIZ Investment Advisory Services
Ohio
$1.26K +$1.18K +12 +600%
BFS
1612
Bare Financial Services
Pennsylvania
$1.17K +$788 +8 +160%
BFS
1613
Burkett Financial Services
South Carolina
$1.11K – – –
RWM
1614
Rialto Wealth Management
New York
$1.08K – – –
OFG
1615
Omega Financial Group
California
$1.08K – – –
BHWM
1616
Bay Harbor Wealth Management
Maryland
$1.08K +$197 +2 +20%
VNA
1617
Valley National Advisers
Pennsylvania
$1K -$60.7K -616 -98%
CA
1618
Centerpoint Advisors
Massachusetts
$1K – – –
NWM
1619
Navigoe Wealth Management
California
$1K – – –
PMAM
1620
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CCM
1621
Cloud Capital Management
Washington
$1K +$1.67K +17 New
TCA
1622
Trifecta Capital Advisors
Illinois
$987 – – –
DF
1623
Dunhill Financial
United Kingdom
$964 -$591 -6 -35%
GWS
1624
Greykasell Wealth Strategies
California
$897 -$4.04K -41 -80%
AP
1625
Aspect Partners
Virginia
$897 -$295 -3 -23%
63 64
65
66 67