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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1001
Wealth Management Associates
New Jersey
$548K – – –
VH
1002
Visionary Horizons
Tennessee
$548K -$25.5K -226 -5%
PCM
1003
Park Capital Management
Wisconsin
$548K -$40.1K -356 -7%
OP
1004
Oslo Pensjonsforsikring
$546K +$508K +4,506 New
PF
1005
Phoenix Financial
Israel
$543K -$220K -1,950 -30%
CHAM
1006
Clear Harbor Asset Management
Connecticut
$542K – – –
SFWA
1007
Summit Financial Wealth Advisors
Louisiana
$538K -$15K -133 -3%
AA
1008
Ancora Advisors
Ohio
$536K -$1.22M -10,850 -71%
EWA
1009
EverSource Wealth Advisors
Alabama
$536K +$80.7K +716 +19%
PWMAG
1010
Pinnacle Wealth Management Advisory Group
New Jersey
$535K -$13.2K -117 -3%
NA
1011
Nautilus Advisors
California
$535K -$56.5K -501 -10%
CA
1012
Crumly & Associates
Illinois
$534K +$76.9K +682 +18%
WCM
1013
Whitener Capital Management
North Carolina
$534K -$56.4K -500 -10%
AF
1014
Advisornet Financial
Minnesota
$534K +$52.1K +462 +12%
CI
1015
Cigna Investments
Connecticut
$533K – – –
SA
1016
Sovran Advisors
California
$530K -$24.1K -214 -5%
CNC
1017
Canandaigua National Corp
New York
$529K +$492K +4,363 New
AAA
1018
American Alpha Advisors
New York
$527K -$1.04M -9,262 -68%
PSCM
1019
Per Stirling Capital Management
Texas
$526K +$48.5K +430 +11%
AMIM
1020
Aull & Monroe Investment Management
Alabama
$526K -$22.6K -200 -4%
RAG
1021
RIA Advisory Group
Iowa
$523K -$16.3K -145 -3%
FAL
1022
Focused Alpha LLC
Colorado
$522K +$486K +4,308 New
WWMP
1023
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$522K +$485K +4,306 New
CWP
1024
Core Wealth Partners
California
$521K – – –
IAS
1025
IMA Advisory Services
Colorado
$521K +$451 +4 +0.1%
39 40
41
42 43