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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1801
TrustCore Financial Services
Tennessee
$89K – – –
KC
1802
Knuff & Co
California
$89K +$4.68K +25 +6%
WWMSC
1803
Wagner Wealth Management (South Carolina)
South Carolina
$88K +$82.7K +442 New
TC
1804
Tacita Capital
Ontario, Canada
$87K +$11.2K +60 +16%
ME
1805
McIlrath & Eck
Washington
$85K -$5.05K -27 -6%
MC
1806
Maverick Capital
Texas
$84K -$7.48M -39,989 -99%
SFPG
1807
Stonebridge Financial Planning Group
Florida
$84K – – –
TLCM
1808
Twin Lakes Capital Management
California
$84K +$79.5K +425 New
LWP
1809
Lumature Wealth Partners
Georgia
$83K +$78.8K +421 New
AWM
1810
AllSquare Wealth Management
New York
$80K – – –
ADIM
1811
Alpha DNA Investment Management
Maryland
$79K +$19.7K +105 +35%
SIS
1812
Sound Income Strategies
Florida
$76.3K +$1.87K +10 +3%
CAC
1813
Certified Advisory Corp
Florida
$73K +$68.5K +366 New
NCM
1814
New Capital Management
Texas
$71K – – –
HWM
1815
HighMark Wealth Management
Minnesota
$70K +$3.93K +21 +6%
TFO
1816
Tarbox Family Office
California
$69K +$3.18K +17 +5%
WAS
1817
Winch Advisory Services
Wisconsin
$68K +$4.49K +24 +8%
CCC
1818
Crescent Capital Consulting
Louisiana
$67K – – –
SL
1819
Savior LLC
Massachusetts
$66K +$2.81K +15 +5%
BHWM
1820
Bay Harbor Wealth Management
Maryland
$66K +$26.2K +140 +73%
DOA
1821
D'Orazio & Associates
Virginia
$65K – – –
PWMG
1822
Prestige Wealth Management Group
New Jersey
$65K +$749 +4 +1%
EWM
1823
Edge Wealth Management
New York
$65K +$2.43K +13 +4%
KFAA
1824
Klaas Financial Asset Advisors
Illinois
$64K +$374 +2 +0.6%
EC
1825
Estate Counselors
Wisconsin
$63K -$1.15M -6,150 -95%
71 72
73
74 75