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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1826
FSA Wealth Management
Massachusetts
$29K +$24.8K +203 New
PWMG
1827
Private Wealth Management Group
New Jersey
$28.6K +$24.5K +201 New
BWP
1828
Baldwin Wealth Partners
Massachusetts
$28.5K -$3.05K -25 -11%
DWA
1829
Dougherty Wealth Advisers
Minnesota
$28.5K – – –
GC
1830
Gould Capital
Washington
$28.5K – – –
AIMA
1831
Ables Iannone Moore & Associates
Georgia
$28.5K +$24.4K +200 New
IFAM
1832
Institutional & Family Asset Management
Colorado
$28.1K +$3.42K +28 +17%
QL
1833
Quarry LP
New York
$27.3K +$11.7K +96 +100%
AFS
1834
Annapolis Financial Services
Maryland
$27K +$122 +1 +0.5%
KFI
1835
Key Financial Inc
Pennsylvania
$26.5K – – –
VCM
1836
Versant Capital Management
Arizona
$25.1K -$2.08K -17 -9%
DFA
1837
DHJJ Financial Advisors
Illinois
$24.8K – – –
FIM
1838
FWL Investment Management
Texas
$23.8K – – –
AF
1839
Arrow Financial
New York
$23.6K -$12.8K -105 -39%
CT
1840
Clearstead Trust
Maine
$23.6K – – –
KFS
1841
Kelly Financial Services
Massachusetts
$23.6K – – –
GKIM
1842
GW&K Investment Management
Massachusetts
$23K -$244 -2 -1%
RAM
1843
Riggs Asset Management
Pennsylvania
$22.8K -$1.83K -15 -9%
AAP
1844
Arax Advisory Partners
Colorado
$21.8K -$17.8K -146 -49%
LFA
1845
Level Financial Advisors
New York
$21K +$122 +1 +0.7%
FSWA
1846
Financial Synergies Wealth Advisors
Texas
$20.6K -$1.22K -10 -7%
PP
1847
PrairieView Partners
Minnesota
$20K – – –
EA
1848
Evolution Advisers
Virginia
$20K +$17.3K +142 New
CWAF
1849
Core Wealth Advisors (Florida)
Florida
$19.9K +$3.05K +25 +22%
PCMC
1850
Planning Capital Management Corporation
Pennsylvania
$19.8K +$17K +139 New
72 73
74
75 76