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Targa Resources

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Smartleaf Asset Management
Massachusetts
$781K +$77.9K +359 +13%
IP
552
Indivisible Partners
Florida
$773K +$669K +3,085 New
WP
553
Wealthspan Partners
Iowa
$772K
TE
554
Tema ETFs
New York
$769K +$3.04K +14 +0.5%
SFI
555
Siemens Fonds Invest
Germany
$767K +$1.3K +6 +0.2%
PFS
556
Prospera Financial Services
Texas
$764K +$5.42K +25 +0.8%
SWM
557
Segment Wealth Management
Texas
$762K -$12.6M -58,287 -95%
AOWM
558
Asset One Wealth Management
Washington
$759K +$449K +2,072 +174%
OCA
559
OpenArc Corporate Advisory
Georgia
$753K +$221K +1,020 +51%
Verition Fund Management
560
Verition Fund Management
Connecticut
$750K -$26.1M -120,426 -98%
CIC
561
Carnegie Investment Counsel
Ohio
$750K -$282K -1,300 -30%
AWA
562
Aaron Wealth Advisors
Illinois
$748K -$117K -540 -15%
MWA
563
MN Wealth Advisors
Kansas
$744K -$316K -1,459 -33%
NLP
564
Next Level Private
New York
$741K +$2.6K +12 +0.4%
MFWP
565
Mosaic Family Wealth Partners
Missouri
$730K
EP
566
Edgestream Partners
New Jersey
$727K -$1.51M -6,945 -71%
OIS
567
OneAscent Investment Solutions
Alabama
$707K +$23.4K +108 +4%
CCM
568
Chilton Capital Management
Texas
$701K
MMG
569
Monetary Management Group
Missouri
$697K +$17.3K +80 +3%
DT
570
Diversified Trust
Tennessee
$696K +$31.2K +144 +5%
IAA
571
Independent Advisor Alliance
North Carolina
$693K -$1.36M -6,270 -69%
BHCM
572
Brevan Howard Capital Management
Jersey
$687K +$594K +2,741 New
VFA
573
Values First Advisors
Tennessee
$685K +$4.34K +20 +0.7%
AF
574
Allworth Financial
California
$680K +$39.7K +183 +7%
CBT
575
Central Bank & Trust
Kentucky
$679K +$7.81K +36 +1%