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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1726
HighMark Wealth Management
Minnesota
$59K +$167 +1 +0.3%
CWP
1727
Concord Wealth Partners
Virginia
$59K +$55.7K +334 New
CCC
1728
Crescent Capital Consulting
Louisiana
$59K +$56.4K +338 New
AAP
1729
Arax Advisory Partners
Colorado
$58K -$4.17K -25 -7%
RWB
1730
RMR Wealth Builders
New Jersey
$58K +$54.7K +328 New
DOA
1731
D'Orazio & Associates
Virginia
$58K +$55K +330 New
PWMG
1732
Prestige Wealth Management Group
New Jersey
$57K -$9.01K -54 -14%
KFAA
1733
Klaas Financial Asset Advisors
Illinois
$57K +$53.7K +322 New
SL
1734
Savior LLC
Massachusetts
$56K – – –
WAS
1735
Winch Advisory Services
Wisconsin
$56K +$6.67K +40 +14%
FPB
1736
First PREMIER Bank
South Dakota
$55K – – –
EWM
1737
Edge Wealth Management
New York
$55K +$40K +240 +320%
SLF
1738
Sun Life Financial
Ontario, Canada
$53K – – –
FNBOSM
1739
First National Bank of South Miami
Florida
$53K +$39.7K +238 +397%
CC
1740
Centiva Capital
New York
$52K +$48.9K +293 New
ADIM
1741
Alpha DNA Investment Management
Maryland
$52K +$49.9K +299 New
PS
1742
Planned Solutions
California
$51K – – –
CCA
1743
Column Capital Advisors
Indiana
$50K -$21.8K -131 -32%
JWA
1744
JFS Wealth Advisors
Pennsylvania
$50K – – –
CWA
1745
Clearview Wealth Advisors
Oregon
$50K +$47.5K +285 New
CDIA
1746
Capital Directions Investment Advisors
Georgia
$49K – – –
HCP
1747
Hexagon Capital Partners
Arkansas
$47K +$6.84K +41 +18%
LF
1748
Lee Financial
Texas
$46K -$167 -1 -0.4%
FWM
1749
FSA Wealth Management
Massachusetts
$46K +$43.4K +260 New
LIA
1750
Luken Investment Analytics
Tennessee
$46K +$43.7K +262 New
68 69
70
71 72