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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1726
New England Capital Financial Advisors
Connecticut
$1.67K – – –
WA
1727
WestEnd Advisors
North Carolina
$1.58K -$96 -1 -6%
BL
1728
BFSG LLC
California
$1.48K – – –
WWM
1729
Wolff Wiese Magana
California
$1.46K -$480 -5 -25%
AP
1730
Aspect Partners
Virginia
$1.28K -$96 -1 -7%
BFS
1731
Burkett Financial Services
South Carolina
$1.21K -$7.3K -76 -86%
MAS
1732
MPWM Advisory Solutions
Georgia
$1.18K -$4.99K -52 -81%
RWM
1733
Rialto Wealth Management
New York
$1.18K +$672 +7 +140%
OFG
1734
Omega Financial Group
California
$1.18K +$1.15K +12 New
TCA
1735
Trifecta Capital Advisors
Illinois
$1.09K -$24.7K -257 -96%
QWM
1736
Quaker Wealth Management
New Jersey
$1.09K +$1.06K +11 New
PMAM
1737
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CA
1738
Centerpoint Advisors
Massachusetts
$1K +$1.25K +13 +650%
MBFW
1739
Morton Brown Family Wealth
Pennsylvania
$987 – – –
BHWM
1740
Bay Harbor Wealth Management
Maryland
$986 +$480 +5 +100%
BA
1741
Bellwether Advisors
Nebraska
$888 -$32.5K -338 -97%
BCM
1742
Blume Capital Management
California
$592 +$576 +6 New
PAI
1743
Pittenger & Anderson Inc
Nebraska
$494 – – –
LC
1744
Lavaca Capital
Texas
$493 – – –
MAM
1745
Morse Asset Management
Connecticut
$493 – – –
MWA
1746
Moser Wealth Advisors
Washington
$493 – – –
DFC
1747
DB Fitzpatrick & Co
Idaho
$493 +$288 +3 +150%
BFS
1748
Bare Financial Services
Pennsylvania
$493 +$480 +5 New
GC
1749
GFG Capital
Florida
$493 +$480 +5 New
LC
1750
Luminist Capital
Michigan
$415 +$384 +4 New
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70
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