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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2026
BOK Financial Private Wealth
Colorado
– -$544K -2,564 Closed
MCM
2027
Moore Capital Management
New York
– -$535K -2,521 Closed
VAM
2028
Vienna Asset Management
California
– -$531K -2,500 Closed
OWA
2029
Outlook Wealth Advisors
Texas
– -$528K -2,489 Closed
ECM
2030
Evolution Capital Management
Nevada
– -$509K -2,400 Closed
CCIA
2031
Campbell & Co Investment Adviser
Maryland
– -$504K -2,377 Closed
BWM
2032
Bulltick Wealth Management
Florida
– -$502K -2,367 Closed
GCMG
2033
Gyroscope Capital Management Group
Florida
– -$499K -2,350 Closed
LA
2034
Latitude Advisors
Florida
– -$475K -2,236 Closed
PCM
2035
Penserra Capital Management
California
– -$462K -2,181 Closed
BIM
2036
Bridgecreek Investment Management
Oklahoma
– -$459K -2,165 Closed
PCS
2037
Personal CFO Solutions
New Jersey
– -$442K -2,083 Closed
GTCM
2038
Gyon Technologies Capital Management
New Jersey
– -$434K -2,045 Closed
FRA
2039
Frank Rimerman Advisors
California
– -$427K -2,013 Closed
CFAM
2040
Center For Asset Management
Florida
– -$425K -2,002 Closed
MSFP
2041
Mark Sheptoff Financial Planning
Connecticut
– -$419K -1,975 Closed
XF
2042
XML Financial
Maryland
– -$410K -1,932 Closed
ACM
2043
Aquatic Capital Management
Illinois
– -$382K -1,800 Closed
PFWA
2044
Paces Ferry Wealth Advisors
Georgia
– -$373K -1,756 Closed
AT
2045
Arden Trust
Delaware
– -$371K -1,749 Closed
SIA
2046
SkyView Investment Advisors
New Jersey
– -$394K -1,748 Closed
WC
2047
Woodstock Corp
Massachusetts
– -$371K -1,747 Closed
SWM
2048
Segment Wealth Management
Texas
– -$359K -1,691 Closed
PTCG
2049
Pring Turner Capital Group
California
– -$357K -1,684 Closed
FANJ
2050
Financial Architects (New Jersey)
New Jersey
– -$356K -1,678 Closed
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