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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1801
Covestor
United Kingdom
$35K +$977 +8 +3%
TIM
1802
Tortoise Investment Management
New York
$34.8K – – –
BHWM
1803
Beaird Harris Wealth Management
Texas
$34.6K +$2.69K +22 +10%
AWM
1804
Abound Wealth Management
Tennessee
$34.5K +$6.47K +53 +28%
AWM
1805
AllSquare Wealth Management
New York
$34K – – –
LJHT
1806
Laurie J. Hall Trustee
$34K -$7.2K -59 -20%
WPWM
1807
Western Pacific Wealth Management
Illinois
$33.8K – – –
WAS
1808
Winch Advisory Services
Wisconsin
$33.7K -$4.39K -36 -13%
PCWA
1809
Pacific Capital Wealth Advisors
California
$33.5K +$28.7K +235 New
FA
1810
Financial Avengers
California
$33K +$244 +2 +0.9%
WBC
1811
West Branch Capital
Massachusetts
$32.6K +$7.93K +65 +40%
IHWM
1812
Iron Horse Wealth Management
Iowa
$32.5K +$7.93K +65 +40%
SFCL
1813
Strengthening Families & Communities LLC
Massachusetts
$32.2K +$244 +2 +0.9%
RDFA
1814
Ritter Daniher Financial Advisory
Ohio
$32K – – –
BLC
1815
Brown, Lisle/Cummings
Rhode Island
$31.5K – – –
CP
1816
Castleview Partners
Texas
$31.2K +$122 +1 +0.5%
OIAM
1817
OFI Invest Asset Management
France
$30.7K +$1.95K +16 +7%
BCMLT
1818
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.4K -$6.84K -56 -17%
POIA
1819
Pin Oak Investment Advisors
Texas
$30K – – –
HGA
1820
Hobbs Group Advisors
South Carolina
$29.6K +$25.4K +208 New
PAI
1821
Pittenger & Anderson Inc
Nebraska
$29.3K -$77.9K -638 -76%
SA
1822
Scarborough Advisors
Maryland
$29.2K +$25K +205 New
SFA
1823
Semmax Financial Advisors
North Carolina
$29.2K – – –
OA
1824
Operose Advisors
Wisconsin
$29.2K -$50K -410 -67%
RS
1825
Rakuten Securities
Japan
$29.1K +$24.9K +204 New
71 72
73
74 75