We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Curi Wealth Management
North Carolina
$289K -$49.1K -196 -13%
PAA
1677
Peregrine Asset Advisers
Oregon
$289K -$6.76K -27 -2%
RF
1678
RHS Financial
California
$289K – – –
BWP
1679
BSW Wealth Partners
Colorado
$289K +$44.6K +178 +16%
WA
1680
Wealth Alliance
New York
$288K -$7.26K -29 -2%
GSWM
1681
Golden State Wealth Management
California
$288K – – –
NEGWA
1682
New England Guild Wealth Advisors
Connecticut
$288K – – –
LFA
1683
Legacy Financial Advisors
Kentucky
$288K +$28.3K +113 +10%
PSB
1684
Piscataqua Savings Bank
New Hampshire
$287K – – –
TWM
1685
TriaGen Wealth Management
California
$287K – – –
MWM
1686
Modera Wealth Management
New Jersey
$286K -$13.8K -55 -4%
SP
1687
Successful Portfolios
Florida
$286K -$7.77K -31 -2%
BCM
1688
Boltwood Capital Management
California
$284K – – –
MAG
1689
Mayfair Advisory Group
Alabama
$282K – – –
TAM
1690
Townsend Asset Management
North Carolina
$281K – – –
DWP
1691
Destiny Wealth Partners
Florida
$281K +$501 +2 +0.2%
KFGK
1692
Keystone Financial Group (Kentucky)
Kentucky
$281K +$37.1K +148 +14%
VCA
1693
Verdence Capital Advisors
Maryland
$280K -$18.8K -75 -6%
ACA
1694
Ackerman Capital Advisors
Texas
$280K – – –
AWM
1695
Aprio Wealth Management
Georgia
$280K – – –
MHIC
1696
Marble Harbor Investment Counsel
Massachusetts
$280K – – –
KPCM
1697
Kings Point Capital Management
New York
$279K -$7.77K -31 -2%
PCMC
1698
Private Capital Management (Colorado)
Colorado
$279K +$7.77K +31 +3%
CWP
1699
Corepath Wealth Partners
Arizona
$278K -$140K -558 -31%
E
1700
Ergoteles
New York
$277K +$303K +1,209 New
66 67
68
69 70