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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1826
PFS Partners
New Jersey
$4.75K – – –
UFPG
1827
United Financial Planning Group
New York
$4.7K – – –
EAM
1828
Eukles Asset Management
Ohio
$4.57K – – –
FGC
1829
Financial Gravity Companies
Texas
$4.57K +$4.45K +35 New
MLA
1830
MB, Levis & Associates
Pennsylvania
$4.44K – – –
PWA
1831
Principia Wealth Advisory
Texas
$4.31K +$381 +3 +10%
NWM
1832
Navigoe Wealth Management
California
$4K +$1.65K +13 +62%
BL
1833
BFSG LLC
California
$3.92K +$1.91K +15 +100%
BF
1834
Brooklyn FI
New York
$3.86K +$3.56K +28 New
TLCM
1835
Twin Lakes Capital Management
California
$3.83K -$25.4K -200 -87%
PS
1836
Planning Strategies
Pennsylvania
$3.79K +$3.68K +29 New
FAM
1837
Fulcrum Asset Management
United Kingdom
$3.75K +$3.56K +28 New
RWS
1838
Retirement Wealth Solutions
Wisconsin
$3.66K +$635 +5 +22%
PIS
1839
POM Investment Strategies
North Carolina
$3.66K – – –
RWM
1840
RMG Wealth Management
Wisconsin
$3.54K +$2.92K +23 New
SIM
1841
Sims Investment Management
Ohio
$3.53K +$3.43K +27 New
1CP
1842
1015 Capital Partners
Pennsylvania
$3.4K +$254 +2 +8%
CTB
1843
Country Trust Bank
Illinois
$3.4K +$3.3K +26 New
HC
1844
Hurley Capital
New York
$3.37K +$3.3K +26 New
LB
1845
Legacy Bridge
Iowa
$3.27K – – –
BAM
1846
Bellevue Asset Management
Washington
$3.27K – – –
PCTC
1847
Perkins Coie Trust Company
Washington
$3.27K – – –
BCPWM
1848
Bradley & Co Private Wealth Management
Florida
$3.13K – – –
BWM
1849
Bernard Wealth Management
Michigan
$3K – – –
FNWA
1850
Financial Network Wealth Advisors
Utah
$2.74K -$381 -3 -13%
72 73
74
75 76