We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2026
Lakeshore Financial Planning
Michigan
– -$226K -1,673 Closed
JF
2027
Joule Financial
Kentucky
– -$226K -1,672 Closed
PWM
2028
Prentice Wealth Management
New York
– -$226K -1,672 Closed
OFS
2029
OneAscent Financial Services
Alabama
– -$226K -1,670 Closed
MIM
2030
MTM Investment Management
South Carolina
– -$223K -1,651 Closed
CCA
2031
Childress Capital Advisors
Texas
– -$223K -1,650 Closed
PFA
2032
Pure Financial Advisors
California
– -$222K -1,639 Closed
BFA
2033
Beaumont Financial Advisors
Massachusetts
– -$220K -1,626 Closed
FWA
2034
FSM Wealth Advisors
Ohio
– -$216K -1,622 Closed
AL
2035
Aspiriant LLC
California
– -$219K -1,618 Closed
HS
2036
Horan Securities
United States
– -$218K -1,613 Closed
JSW
2037
Journey Strategic Wealth
New Jersey
– -$218K -1,611 Closed
DC
2038
Diametric Capital
Massachusetts
– -$215K -1,594 Closed
TC
2039
TAGStone Capital
North Carolina
– -$215K -1,590 Closed
HPM
2040
Hoxton Planning & Management
West Virginia
– -$214K -1,581 Closed
CFG
2041
Clayton Financial Group
Missouri
– -$213K -1,579 Closed
AP
2042
Adero Partners
California
– -$213K -1,577 Closed
CAAS
2043
Capital Asset Advisory Services
Michigan
– -$214K -1,576 Closed
LWM
2044
Liberty Wealth Management
California
– -$212K -1,568 Closed
LC
2045
Lincoln Capital
Nebraska
– -$210K -1,553 Closed
MSCM
2046
McElhenny Sheffield Capital Management
Texas
– -$210K -1,550 Closed
BFW
2047
Brady Family Wealth
Missouri
– -$209K -1,543 Closed
OHWP
2048
Oak Harbor Wealth Partners
North Carolina
– -$208K -1,540 Closed
TCG
2049
Transcendent Capital Group
Oklahoma
– -$207K -1,530 Closed
MAG
2050
Mayfair Advisory Group
Alabama
– -$207K -1,529 Closed
80 81
82
83 84