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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1626
Keebeck Wealth Management
Illinois
– -$44K -346 Closed
PWP
1627
Personal Wealth Partners
Minnesota
– -$43K -334 Closed
MSFP
1628
Mark Sheptoff Financial Planning
Connecticut
– -$33K -260 Closed
HWM
1629
Howard Wealth Management
Connecticut
– -$32K -250 Closed
AA
1630
Advisory Alpha
Michigan
– -$27K -218 Closed
CCM
1631
Cribstone Capital Management
Maine
– -$26K -205 Closed
TC
1632
TownSquare Capital
Utah
– -$23K -183 Closed
IA
1633
IndexIQ Advisors
New York
– -$23K -176 Closed
LWM
1634
Lionsbridge Wealth Management
Florida
– -$19K -154 Closed
CHAM
1635
Clear Harbor Asset Management
Connecticut
– -$19.2K -150 Closed
AP
1636
Americana Partners
Texas
– -$13K -102 Closed
1W
1637
1776 Wealth
Georgia
– -$12K -94 Closed
SC
1638
Solstein Capital
California
– -$11K -84 Closed
EWA
1639
Evolution Wealth Advisors
Florida
– -$10K -80 Closed
APC
1640
Aspire Private Capital
North Carolina
– -$8.22K -74 -94%
LGWM
1641
Litman Gregory Wealth Management
California
– -$7K -53 Closed
CH
1642
Canton Hathaway
Rhode Island
– -$6K -45 Closed
WB
1643
West Bancorporation
Iowa
– -$6K -45 Closed
CWA
1644
Capital Wealth Alliance
Arizona
– -$4K -40 Closed
TFA
1645
Tobias Financial Advisors
Florida
– -$5K -40 Closed
TCWM
1646
Total Clarity Wealth Management
Illinois
– -$5K -40 Closed
NG
1647
NWK Group
California
– -$5K -38 Closed
WCM
1648
Wealthcare Capital Management
Virginia
– -$5K -36 Closed
WWM
1649
Willingdon Wealth Management
North Carolina
– -$4K -33 Closed
DTIM
1650
Danda Trouve Investment Management
Kansas
– -$3K -25 Closed
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