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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
1001
Comprehensive Financial Consultants Institutional
Indiana
$744K +$25.2K +170 +3%
CI
1002
Cigna Investments
Connecticut
$741K -$3.41K -23 -0.4%
RFA
1003
Register Financial Advisors
Georgia
$739K -$147K -991 -15%
SB
1004
Strategic Blueprint
Georgia
$735K +$73K +492 +10%
EBWM
1005
Eagle Bluffs Wealth Management
Missouri
$734K +$9.5K +64 +1%
ATC
1006
Adirondack Trust Company
New York
$733K +$10.7K +72 +1%
JWCA
1007
J.W. Cole Advisors
Florida
$730K -$209K -1,407 -20%
VIA
1008
Vident Investment Advisory
Georgia
$730K -$3.25M -21,907 -80%
CF
1009
Copperwynd Financial
Arizona
$730K +$28K +189 +4%
MCM
1010
Manchester Capital Management
Vermont
$727K -$6.68K -45 -0.8%
PP
1011
Paloma Partners
Connecticut
$725K +$815K +5,494 New
PWM
1012
Palumbo Wealth Management
New York
$723K +$2.08K +14 +0.3%
CGL
1013
Clarius Group LLC
Washington
$715K -$108K -726 -12%
CT
1014
Columbia Trust
Oregon
$707K +$6.97K +47 +0.9%
S
1015
SimplyRich
California
$706K – – –
FNFDCM
1016
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$705K -$14.8K -100 -2%
CT
1017
Chicago Trust
Illinois
$703K -$8.16K -55 -1%
BFG
1018
Berger Financial Group
Minnesota
$703K -$14.8K -100 -2%
AMM
1019
American Money Management
California
$698K +$35.3K +238 +5%
CF
1020
Centaurus Financial
California
$698K -$120K -810 -13%
WA1
1021
Wimmer Associates 1
California
$696K -$1.48K -10 -0.2%
DPIM
1022
Duff & Phelps Investment Management
Illinois
$694K – – –
DLCIG
1023
D.L. Carlson Investment Group
New Hampshire
$690K -$109K -737 -12%
AS
1024
AM Squared
Hong Kong
$686K +$772K +5,200 New
SPA
1025
Sherbrooke Park Advisers
New York
$686K +$772K +5,200 New
39 40
41
42 43