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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1501
Carolina Wealth Advisors
South Carolina
$21K – – –
MWP
1502
Meridian Wealth Partners
Pennsylvania
$20K +$19.2K +168 New
GTAM
1503
Global Trust Asset Management
Florida
$19K – – –
JSC
1504
Jackson Square Capital
California
$17K – – –
PFO
1505
Pathstone Family Office
New Jersey
$17K – – –
RMC
1506
Resources Management Corp
Connecticut
$17K – – –
FWM
1507
FSA Wealth Management
Massachusetts
$15K +$2.85K +25 +25%
MSFP
1508
Mark Sheptoff Financial Planning
Connecticut
$15K +$14.3K +125 New
MF
1509
Manchester Financial
California
$12K -$9.13K -80 -44%
EIP
1510
Ellis Investment Partners
Pennsylvania
$12K +$114 +1 +0.9%
JWM
1511
Janiczek Wealth Management
Colorado
$12K +$11.2K +98 New
TIM
1512
Tortoise Investment Management
New York
$11K – – –
HFM
1513
Harvest Fund Management
China
$10K -$39.6K -347 -80%
APC
1514
Aspire Private Capital
North Carolina
$10K +$9.13K +80 +1,600%
JGIA
1515
Jackson Grant Investment Advisers
Connecticut
$10K +$9.47K +83 New
IRC
1516
Investors Research Corp
Georgia
$9K -$1.86M -16,317 -100%
CAC
1517
Certified Advisory Corp
Florida
$9K – – –
IF
1518
Ironwood Financial
Arizona
$9K – – –
EWA
1519
Evolution Wealth Advisors
Florida
$9K +$8.79K +77 New
FQ
1520
First Quadrant
California
$8K -$14.7K -129 -67%
CAL
1521
Capital Advisors Ltd
Ohio
$7K +$6.85K +60 New
RWM
1522
Raffa Wealth Management
District of Columbia
$6.24K +$342 +3 +6%
GC
1523
Globeflex Capital
California
$6K – – –
HWM
1524
Holloway Wealth Management
Florida
$6K – – –
MCM
1525
MV Capital Management
Maryland
$6K – – –
59 60
61
62 63