We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
951
Davidson Trust Company
Washington
$704K -$5.14K -45 -0.8%
NIM
952
Northeast Investment Management
Massachusetts
$702K +$150K +1,314 +29%
SMFS
953
Squar Milner Financial Services
California
$702K +$170K +1,488 +34%
DPIM
954
Duff & Phelps Investment Management
Illinois
$702K +$668K +5,855 New
DAS
955
Dynamic Advisor Solutions
Arizona
$697K +$172K +1,506 +35%
WT
956
Washington Trust
Rhode Island
$696K -$122K -1,073 -15%
WP
957
WMS Partners
Maryland
$695K +$66.2K +580 +11%
CCA
958
Checchi Capital Advisers
California
$692K -$15.2K -133 -2%
GVAG
959
Great Valley Advisor Group
Delaware
$692K +$244K +2,134 +59%
VWM
960
Venturi Wealth Management
Texas
$685K +$652K +5,715 New
TWP
961
Tempus Wealth Planning
California
$684K +$19.9K +174 +3%
DSC
962
Duncker Streett & Co
Missouri
$683K – – –
CC
963
Cypress Capital
Tennessee
$680K +$647K +5,667 New
HAG
964
HighPoint Advisor Group
Illinois
$678K -$169K -1,484 -21%
LWS
965
Lucia Wealth Services
California
$677K +$46.8K +410 +8%
IWS
966
Insight Wealth Strategies
California
$675K +$190K +1,664 +42%
PFBT
967
Parkside Financial Bank & Trust
Missouri
$672K +$4.22K +37 +0.7%
BUB
968
BBVA USA Bancshares
Texas
$671K -$103K -900 -14%
TCM
969
Teza Capital Management
Illinois
$671K +$638K +5,592 New
PWM
970
Perigon Wealth Management
California
$670K +$637K +5,583 New
CDH
971
Charles D. Hyman
$667K +$240K +2,104 +61%
TFA
972
Transamerica Financial Advisors
Florida
$667K +$634K +5,556 New
FNFDCM
973
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$664K – – –
PCM
974
Parsons Capital Management
Rhode Island
$658K – – –
I
975
INVST
Indiana
$657K +$377K +3,306 +149%
37 38
39
40 41