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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
2026
Capital Asset Advisory Services
Michigan
– -$245K -1,734 Closed
BC
2027
Bridgefront Capital
Texas
– -$243K -1,721 Closed
CG
2028
Cynosure Group
Utah
– -$242K -1,716 Closed
VCM
2029
Virtue Capital Management
Tennessee
– -$227K -1,604 Closed
CIM
2030
Chapman Investment Management
California
– -$226K -1,600 Closed
CWA
2031
Canvas Wealth Advisors
Kansas
– -$223K -1,580 Closed
B
2032
Bridgeworth
Alabama
– -$216K -1,532 Closed
ALAM
2033
Asahi Life Asset Management
Japan
– -$215K -1,520 Closed
EP
2034
Edgestream Partners
New Jersey
– -$212K -1,503 Closed
RTS
2035
Round Table Services
New Jersey
– -$211K -1,491 Closed
CAGAS
2036
Capital Advisory Group Advisory Services
Minnesota
– -$316K -1,443 Closed
MCM
2037
Marathon Capital Management
Maryland
– -$201K -1,425 Closed
APP
2038
Alpha Paradigm Partners
Illinois
– -$192K -1,356 Closed
MAG
2039
Mayfair Advisory Group
Alabama
– -$216K -1,325 Closed
GIM
2040
Guild Investment Management
California
– -$207K -1,313 Closed
SOS
2041
Silver Oak Securities
Tennessee
– -$206K -1,309 Closed
CWP
2042
Concord Wealth Partners
Virginia
– -$112K -794 Closed
ST
2043
Sageworth Trust
Pennsylvania
– -$106K -750 Closed
BEI
2044
Benjamin Edwards Inc
Missouri
– -$93K -660 Closed
C
2045
Covestor
United Kingdom
– -$91K -646 Closed
GLLW
2046
Graves Light Lenhart Wealth
Virginia
– -$76K -537 Closed
FFC
2047
Fure Financial Corporation
Minnesota
– -$70K -500 Closed
TC
2048
Tacita Capital
Ontario, Canada
– -$56K -395 Closed
HFS
2049
Heritage Financial Services
Massachusetts
– -$51K -363 Closed
CH
2050
Canton Hathaway
Rhode Island
– -$46K -328 Closed
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