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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
2026
MB, Levis & Associates
Pennsylvania
$6.03K – – –
MAWCM
2027
Mine & Arao Wealth Creation & Management
California
$5.85K – – –
CTB
2028
Country Trust Bank
Illinois
$5.67K +$3.5K +23 +256%
RFG
2029
RFP Financial Group
Georgia
$5.46K – – –
KIG
2030
Kessler Investment Group
Indiana
$4.96K – – –
EPW
2031
Evergreen Private Wealth
Colorado
$4.61K -$1.37K -9 -26%
BAM
2032
Bellevue Asset Management
Washington
$4.43K -$57.8K -380 -94%
PCA
2033
Providence Capital Advisors
North Carolina
$4.25K -$5.84M -38,400 -100%
BCPWM
2034
Bradley & Co Private Wealth Management
Florida
$4.25K – – –
FGA
2035
Fortis Group Advisors
New Jersey
$4.08K -$3.5K -23 -50%
SRCM
2036
Signature Resources Capital Management
California
$3.71K – – –
IA
2037
IFS Advisors
Kansas
$3.54K – – –
LWA
2038
Lowe Wealth Advisors
Maryland
$3.54K – – –
HWP
2039
Highline Wealth Partners
California
$3.04K +$761 +5 +42%
PA
2040
Pineridge Advisors
Missouri
$3.01K – – –
TWD
2041
True Wealth Design
Ohio
$2.84K +$1.06K +7 +78%
SWC
2042
Spectrum Wealth Counsel
Indiana
$2.84K +$2.43K +16 New
AP
2043
Aspect Partners
Virginia
$2.83K – – –
PS
2044
PayPay Securities
Japan
$2.66K -$609 -4 -21%
PPWM
2045
PFG Private Wealth Management
Florida
$2.48K – – –
KA
2046
Kozak & Associates
Colorado
$1.79K – – –
MBFW
2047
Morton Brown Family Wealth
Pennsylvania
$1.77K – – –
CCMW
2048
Cypress Capital Management (Wyoming)
Wyoming
$1.77K +$1.52K +10 New
DFC
2049
DB Fitzpatrick & Co
Idaho
$1.42K +$1.22K +8 New
DWA
2050
Delos Wealth Advisors
Texas
$1.24K +$1.06K +7 New
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