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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1651
Versant Capital Management
Arizona
$21.3K +$3.17K +25 +15%
GC
1652
Gould Capital
Washington
$21.3K – – –
AWM
1653
Abound Wealth Management
Tennessee
$20.9K +$6.86K +54 +40%
AFS
1654
Annapolis Financial Services
Maryland
$20.9K +$127 +1 +0.5%
KFI
1655
Key Financial Inc
Pennsylvania
$20.6K – – –
RAM
1656
Riggs Asset Management
Pennsylvania
$19.4K – – –
DFA
1657
DHJJ Financial Advisors
Illinois
$19.2K +$22.1K +174 New
IFAM
1658
Institutional & Family Asset Management
Colorado
$18.7K +$21.5K +169 New
FIM
1659
FWL Investment Management
Texas
$18.5K +$21.2K +167 New
CT
1660
Clearstead Trust
Maine
$18.4K – – –
KFS
1661
Kelly Financial Services
Massachusetts
$18.3K – – –
WBC
1662
West Branch Capital
Massachusetts
$18.1K – – –
WFA
1663
West Financial Advisors
Iowa
$18K +$2.41K +19 +13%
IHWM
1664
Iron Horse Wealth Management
Iowa
$18K +$2.54K +20 +14%
GKIM
1665
GW&K Investment Management
Massachusetts
$18K +$3.43K +27 +20%
TFG
1666
Team Financial Group
California
$16.6K +$19K +150 New
FSWA
1667
Financial Synergies Wealth Advisors
Texas
$16.4K +$254 +2 +1%
LFA
1668
Level Financial Advisors
New York
$16.3K – – –
GWSA
1669
Global Wealth Strategies & Associates
Colorado
$15.1K – – –
BC
1670
Belmont Capital
California
$15K – – –
PP
1671
PrairieView Partners
Minnesota
$15K -$170K -1,337 -90%
RDIA
1672
RE Dickinson Investment Advisors
Iowa
$15K – – –
HBW
1673
Hazlett, Burt & Watson
West Virginia
$15K +$3.81K +30 +29%
MWM
1674
Mascoma Wealth Management
New Hampshire
$14.6K – – –
JMF
1675
Johnson Midwest Financial
Iowa
$14.6K – – –
65 66
67
68 69