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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
2026
Fort LP
Maryland
– -$247K -1,748 Closed
CAAS
2027
Capital Asset Advisory Services
Michigan
– -$245K -1,734 Closed
BC
2028
Bridgefront Capital
Texas
– -$243K -1,721 Closed
CG
2029
Cynosure Group
Utah
– -$242K -1,716 Closed
VCM
2030
Virtue Capital Management
Tennessee
– -$227K -1,604 Closed
CIM
2031
Chapman Investment Management
California
– -$226K -1,600 Closed
CWA
2032
Canvas Wealth Advisors
Kansas
– -$223K -1,580 Closed
B
2033
Bridgeworth
Alabama
– -$216K -1,532 Closed
ALAM
2034
Asahi Life Asset Management
Japan
– -$215K -1,520 Closed
EP
2035
Edgestream Partners
New Jersey
– -$212K -1,503 Closed
RTS
2036
Round Table Services
New Jersey
– -$211K -1,491 Closed
CAGAS
2037
Capital Advisory Group Advisory Services
Minnesota
– -$316K -1,443 Closed
MCM
2038
Marathon Capital Management
Maryland
– -$201K -1,425 Closed
APP
2039
Alpha Paradigm Partners
Illinois
– -$192K -1,356 Closed
MAG
2040
Mayfair Advisory Group
Alabama
– -$216K -1,325 Closed
GIM
2041
Guild Investment Management
California
– -$207K -1,313 Closed
SOS
2042
Silver Oak Securities
Tennessee
– -$206K -1,309 Closed
CWP
2043
Concord Wealth Partners
Virginia
– -$112K -794 Closed
ST
2044
Sageworth Trust
Pennsylvania
– -$106K -750 Closed
BEI
2045
Benjamin Edwards Inc
Missouri
– -$93K -660 Closed
C
2046
Covestor
United Kingdom
– -$91K -646 Closed
GLLW
2047
Graves Light Lenhart Wealth
Virginia
– -$76K -537 Closed
FFC
2048
Fure Financial Corporation
Minnesota
– -$70K -500 Closed
TC
2049
Tacita Capital
Ontario, Canada
– -$56K -395 Closed
HFS
2050
Heritage Financial Services
Massachusetts
– -$51K -363 Closed
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