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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1101
Schooner Investment Group
Pennsylvania
$41K -$189K -2,500 -83%
PCM
1102
Penserra Capital Management
California
$41K +$12.7K +168 +50%
DAM
1103
Delta Asset Management
Tennessee
$36K -$7.55K -100 -19%
LWM
1104
Lenox Wealth Management
Ohio
$35K – – –
AWMS
1105
Advocacy Wealth Management Services
Georgia
$35K +$8.61K +114 +36%
VCM
1106
Vigilant Capital Management
Maine
$33K -$14.7K -195 -33%
LWA
1107
Lenox Wealth Advisors
New York
$33K – – –
SIG
1108
Stanford Investment Group
California
$33K – – –
HWP
1109
Hefty Wealth Partners
Indiana
$32K -$7.55K -100 -20%
BWA
1110
Burt Wealth Advisors
Maryland
$28K +$76 +1 +0.3%
GWS
1111
Glassman Wealth Services
Virginia
$27K +$76 +1 +0.3%
AII
1112
AGF Investments Inc
Ontario, Canada
$25K – – –
BAM
1113
Barrett Asset Management
New York
$25K – – –
HI
1114
Hudock Inc
Pennsylvania
$24K +$76 +1 +0.3%
AOWM
1115
Alpha Omega Wealth Management
Virginia
$24K +$21.6K +286 New
AIM
1116
Advantage Investment Management
Iowa
$24K +$22.4K +296 New
QAM
1117
QCI Asset Management
New York
$23K -$604 -8 -3%
TFO
1118
Tarbox Family Office
California
$22K +$76 +1 +0.4%
UFA
1119
US Financial Advisors
Massachusetts
$22K +$17.7K +234 +755%
CBT
1120
Central Bank & Trust
Kentucky
$21K – – –
CA
1121
CapWealth Advisors
Tennessee
$21K +$18.9K +250 New
PMFA
1122
Plante Moran Financial Advisors
Michigan
$19K -$34.7K -460 -66%
DPA
1123
Delphi Private Advisors
California
$16K -$1.89K -25 -12%
IP
1124
Isthmus Partners
Wisconsin
$16K – – –
TCM
1125
Tradewinds Capital Management
Washington
$15K – – –
43 44
45
46 47