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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1801
Tortoise Investment Management
New York
$34.8K – – –
BHWM
1802
Beaird Harris Wealth Management
Texas
$34.6K +$2.69K +22 +10%
AWM
1803
Abound Wealth Management
Tennessee
$34.5K +$6.47K +53 +28%
AWM
1804
AllSquare Wealth Management
New York
$34K – – –
LJHT
1805
Laurie J. Hall Trustee
$34K -$7.2K -59 -20%
WPWM
1806
Western Pacific Wealth Management
Illinois
$33.8K – – –
WAS
1807
Winch Advisory Services
Wisconsin
$33.7K -$4.39K -36 -13%
PCWA
1808
Pacific Capital Wealth Advisors
California
$33.5K +$28.7K +235 New
FA
1809
Financial Avengers
California
$33K +$244 +2 +0.9%
WBC
1810
West Branch Capital
Massachusetts
$32.6K +$7.93K +65 +40%
IHWM
1811
Iron Horse Wealth Management
Iowa
$32.5K +$7.93K +65 +40%
SFCL
1812
Strengthening Families & Communities LLC
Massachusetts
$32.2K +$244 +2 +0.9%
RDFA
1813
Ritter Daniher Financial Advisory
Ohio
$32K – – –
BLC
1814
Brown, Lisle/Cummings
Rhode Island
$31.5K – – –
CP
1815
Castleview Partners
Texas
$31.2K +$122 +1 +0.5%
OIAM
1816
OFI Invest Asset Management
France
$30.7K +$1.95K +16 +7%
BCMLT
1817
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.4K -$6.84K -56 -17%
POIA
1818
Pin Oak Investment Advisors
Texas
$30K – – –
HGA
1819
Hobbs Group Advisors
South Carolina
$29.6K +$25.4K +208 New
PAI
1820
Pittenger & Anderson Inc
Nebraska
$29.3K -$77.9K -638 -76%
SA
1821
Scarborough Advisors
Maryland
$29.2K +$25K +205 New
SFA
1822
Semmax Financial Advisors
North Carolina
$29.2K – – –
OA
1823
Operose Advisors
Wisconsin
$29.2K -$50K -410 -67%
RS
1824
Rakuten Securities
Japan
$29.1K +$24.9K +204 New
FWM
1825
FSA Wealth Management
Massachusetts
$29K +$24.8K +203 New
71 72
73
74 75