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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2026
Allegheny Financial Group
Pennsylvania
– -$298K -2,694 Closed
QC
2027
QCM Cayman
Texas
– -$287K -2,597 Closed
PFC
2028
Phocas Financial Corp
California
– -$271K -2,450 Closed
EW
2029
Evoke Wealth
California
– -$265K -2,400 Closed
CHP
2030
Cable Hill Partners
Oregon
– -$262K -2,372 Closed
WC
2031
Westhampton Capital
North Carolina
– -$260K -2,350 Closed
LCGC
2032
Legacy Capital Group California
California
– -$253K -2,286 Closed
WPW
2033
Warther Private Wealth
Ohio
– -$251K -2,267 Closed
GF
2034
Gabelli Funds
New York
– -$248K -2,240 Closed
LWM
2035
Ledge Wealth Management
Minnesota
– -$246K -2,223 Closed
FM
2036
Family Management
New York
– -$234K -2,112 Closed
FMN
2037
Financial Management Network
California
– -$213K -2,000 Closed
AAS
2038
Annex Advisory Services
Wisconsin
– -$220K -1,989 Closed
CFP
2039
Catalyst Financial Partners
Massachusetts
– -$213K -1,927 Closed
OPOWM
2040
One Plus One Wealth Management
Florida
– -$211K -1,910 Closed
CMI
2041
Clare Market Investments
Texas
– -$210K -1,900 Closed
PIAS
2042
PCA Investment Advisory Services
Ohio
– -$209K -1,891 Closed
MIM
2043
Moseley Investment Management
Florida
– -$208K -1,877 Closed
EDRH
2044
Edmond de Rothschild Holding
Switzerland
– -$205K -1,855 Closed
SC
2045
Scotia Capital
Ontario, Canada
– -$202K -1,831 Closed
FIA
2046
FNY Investment Advisers
New York
– -$154K -1,398 Closed
CAC
2047
Cowen and Company
New York
– -$138K -1,250 Closed
CCP
2048
Carmel Capital Partners
California
– -$119K -1,079 Closed
BS
2049
Bessemer Securities
New York
– -$116K -1,050 Closed
LFA
2050
LGT Financial Advisors
Texas
– -$111K -1,000 Closed
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