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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1051
Sargent Bickham Lagudis
Colorado
$60K – – –
AF
1052
Allworth Financial
California
$57K -$3.81K -51 -6%
BBPWM
1053
Blue Bell Private Wealth Management
Pennsylvania
$56K – – –
FANJ
1054
Financial Architects (New Jersey)
New Jersey
$54K +$7.39K +99 +15%
CGT
1055
Capital Guardian Trust
California
$53K -$280K -3,757 -83%
PCM
1056
Penserra Capital Management
California
$53K +$18.8K +252 +50%
AC
1057
Alexandria Capital
Virginia
$51K +$75 +1 +0.1%
CLOS
1058
Compagnie Lombard Odier SCmA
Switzerland
$49K -$171K -2,291 -77%
EWM
1059
Edge Wealth Management
New York
$48K -$72.7K -975 -59%
PMFA
1060
Plante Moran Financial Advisors
Michigan
$48K +$33.9K +454 +195%
FAM
1061
Fred Alger Management
New York
$46K +$8.58K +115 +21%
KA
1062
Klingman & Associates
New York
$45K -$51.2K -686 -51%
AF
1063
Arrow Financial
New York
$44K -$1.12K -15 -2%
S
1064
SignatureFD
Georgia
$43K -$1.72K -23 -4%
WA
1065
Winfield Associates
Ohio
$43K +$1.27K +17 +3%
RFWA
1066
RPg Family Wealth Advisory
Massachusetts
$42.2K -$10.5K -141 -19%
CFG
1067
CKW Financial Group
Hawaii
$42K – – –
SHJ
1068
Sharkey, Howes & Javer
Colorado
$42K – – –
WHG
1069
Westwood Holdings Group
Texas
$40K – – –
WAS
1070
Winch Advisory Services
Wisconsin
$40K +$373 +5 +0.9%
TCM
1071
TD Capital Management
Tennessee
$39K – – –
AIM
1072
Advantage Investment Management
Iowa
$39K +$19.9K +267 +90%
AP
1073
Atwood & Palmer
Missouri
$38K – – –
DVM
1074
Dreman Value Management
Florida
$38K +$40.4K +541 New
CHP
1075
Cable Hill Partners
Oregon
$37K – – –
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