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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1101
American Research & Management Company
Massachusetts
$14K +$14.9K +200 New
BCA
1102
Bray Capital Advisors
Florida
$14K +$14.9K +200 New
MUS
1103
Mitsubishi UFJ Securities
Japan
$13K -$94.7K -1,270 -88%
TCM
1104
Tradewinds Capital Management
Washington
$13K – – –
JCM
1105
Jacobi Capital Management
Pennsylvania
$12K +$12.9K +173 New
TDC
1106
Thompson Davis & Co
Virginia
$11K -$37.9K -508 -77%
DPA
1107
Delphi Private Advisors
California
$11K -$2.16K -29 -15%
BWP
1108
Baldwin Wealth Partners
Massachusetts
$10K -$28.3K -379 -72%
HR
1109
Howe & Rusling
New York
$10K +$10.4K +140 New
ECM
1110
Exchange Capital Management
Michigan
$10K +$11.2K +150 New
WA
1111
WealthTrust-Arizona
Arizona
$7K +$75 +1 +1%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$7K +$7.46K +100 New
SCM
1113
Southport Capital Management
Tennessee
$7K +$7.46K +100 New
TIM
1114
Tortoise Investment Management
New York
$6K +$6.79K +91 New
CWM
1115
Cranbrook Wealth Management
Michigan
$5K – – –
IF
1116
Ironwood Financial
Arizona
$5K – – –
PRS
1117
Pinkerton Retirement Specialists
Idaho
$5K +$3.65K +49 +188%
AWMS
1118
Advocacy Wealth Management Services
Georgia
$4K -$27.1K -363 -85%
AWM
1119
Avior Wealth Management
Nebraska
$4K -$8.28K -111 -64%
RBC
1120
Roble Belko & Company
Pennsylvania
$4K – – –
HCM
1121
Herndon Capital Management
Georgia
$4K +$4.03K +54 New
SGAM
1122
Smith Group Asset Management
Texas
$3K -$28.4M -381,160 -100%
MWM
1123
MinichMacGregor Wealth Management
New York
$3K -$895 -12 -18%
AA
1124
AlphaMark Advisors
Kentucky
$3K – – –
NC
1125
NewSquare Capital
Pennsylvania
$2K -$1.04K -14 -29%
43 44
45
46 47