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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1626
Sound Income Strategies
Florida
$38.7K -$338 -3 -0.9%
CT
1627
Clearstead Trust
Maine
$37.8K – – –
IRAG
1628
Investment Research & Advisory Group
Georgia
$37.6K – – –
SAM
1629
Sherman Asset Management
California
$37.2K – – –
KFAS
1630
Keating Financial Advisory Services
Kansas
$37.2K +$5.07K +45 +17%
TPWA
1631
Twin Peaks Wealth Advisors
California
$37.2K +$34.6K +307 New
WSC
1632
Wellington Shields & Co
New York
$37K – – –
TWM
1633
Tripletail Wealth Management
Florida
$36.6K -$2.14K -19 -6%
NI
1634
NCP Inc
California
$36.4K -$33.3K -295 -50%
SNB
1635
Security National Bank
Nebraska
$36.4K – – –
BOJHT
1636
Bank of Jackson Hole Trust
Wyoming
$35.9K – – –
VWA
1637
Valued Wealth Advisors
Utah
$35.8K +$19.2K +170 +135%
RCM
1638
Raleigh Capital Management
North Carolina
$35.7K +$338 +3 +1%
GWSA
1639
Global Wealth Strategies & Associates
Colorado
$34.8K -$564 -5 -2%
WA
1640
WPG Advisers
Maryland
$33.8K -$5.3K -47 -14%
FPB
1641
First PREMIER Bank
South Dakota
$33K – – –
CAL
1642
Capital Advisors Ltd
Ohio
$33K +$21.9K +194 +246%
FFO
1643
Fortitude Family Office
Arizona
$32.6K +$25.5K +226 +526%
W
1644
WealthCollab
Washington
$32.4K – – –
LIA
1645
Luken Investment Analytics
Tennessee
$31.8K -$564 -5 -2%
SPF
1646
South Plains Financial
Texas
$31.4K +$2.48K +22 +9%
FA
1647
Financial Avengers
California
$30.6K +$225 +2 +0.8%
CWA
1648
Carolina Wealth Advisors
South Carolina
$30.4K +$2.93K +26 +12%
WOSD
1649
WFA of San Diego
California
$30.3K – – –
PWA
1650
Provenance Wealth Advisors
Florida
$29.5K – – –
64 65
66
67 68