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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1501
Meridian Wealth Partners
Pennsylvania
$20K +$19.2K +168 New
GTAM
1502
Global Trust Asset Management
Florida
$19K – – –
JSC
1503
Jackson Square Capital
California
$17K – – –
PFO
1504
Pathstone Family Office
New Jersey
$17K – – –
RMC
1505
Resources Management Corp
Connecticut
$17K – – –
FWM
1506
FSA Wealth Management
Massachusetts
$15K +$2.85K +25 +25%
MSFP
1507
Mark Sheptoff Financial Planning
Connecticut
$15K +$14.3K +125 New
MF
1508
Manchester Financial
California
$12K -$9.13K -80 -44%
EIP
1509
Ellis Investment Partners
Pennsylvania
$12K +$114 +1 +0.9%
JWM
1510
Janiczek Wealth Management
Colorado
$12K +$11.2K +98 New
TIM
1511
Tortoise Investment Management
New York
$11K – – –
HFM
1512
Harvest Fund Management
China
$10K -$39.6K -347 -80%
APC
1513
Aspire Private Capital
North Carolina
$10K +$9.13K +80 +1,600%
JGIA
1514
Jackson Grant Investment Advisers
Connecticut
$10K +$9.47K +83 New
IRC
1515
Investors Research Corp
Georgia
$9K -$1.86M -16,317 -100%
CAC
1516
Certified Advisory Corp
Florida
$9K – – –
IF
1517
Ironwood Financial
Arizona
$9K – – –
EWA
1518
Evolution Wealth Advisors
Florida
$9K +$8.79K +77 New
FQ
1519
First Quadrant
California
$8K -$14.7K -129 -67%
CAL
1520
Capital Advisors Ltd
Ohio
$7K +$6.85K +60 New
RWM
1521
Raffa Wealth Management
District of Columbia
$6.24K +$342 +3 +6%
GC
1522
Globeflex Capital
California
$6K – – –
HWM
1523
Holloway Wealth Management
Florida
$6K – – –
MCM
1524
MV Capital Management
Maryland
$6K – – –
TF
1525
TimeScale Financial
Massachusetts
$6K – – –
59 60
61
62 63