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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1601
Bogart Wealth LLC
Virginia
$29K – – –
CWA
1602
Carolina Wealth Advisors
South Carolina
$28K – – –
PCTC
1603
Perkins Coie Trust Company
Washington
$28K – – –
PAI
1604
Pittenger & Anderson Inc
Nebraska
$28K – – –
KFS
1605
Kelly Financial Services
Massachusetts
$27.6K – – –
MWP
1606
Meridian Wealth Partners
Pennsylvania
$27K +$137 +1 +0.6%
SWM
1607
Strategic Wealth Management
Washington
$23K -$673K -4,906 -97%
RMC
1608
Resources Management Corp
Connecticut
$23K – – –
PFO
1609
Pathstone Family Office
New Jersey
$22K – – –
CWC
1610
Carolinas Wealth Consulting
North Carolina
$21K +$15K +109 +454%
EA
1611
Emerald Advisers
Pennsylvania
$20K +$17.8K +130 New
TF
1612
TimeScale Financial
Massachusetts
$17K +$7.82K +57 +114%
EIP
1613
Ellis Investment Partners
Pennsylvania
$16K – – –
MF
1614
Manchester Financial
California
$16K – – –
ST
1615
Sageworth Trust
Pennsylvania
$16K +$13.6K +99 +9,900%
RWM
1616
Raffa Wealth Management
District of Columbia
$13.5K +$4.67K +34 +65%
APC
1617
Aspire Private Capital
North Carolina
$13K -$137 -1 -1%
JGIA
1618
Jackson Grant Investment Advisers
Connecticut
$13K – – –
EWM
1619
Edge Wealth Management
New York
$12K -$127K -927 -93%
EWA
1620
Evolution Wealth Advisors
Florida
$12K – – –
IF
1621
Ironwood Financial
Arizona
$12K – – –
CWAF
1622
Core Wealth Advisors (Florida)
Florida
$11K +$5.21K +38 +115%
CA
1623
Crewe Advisors
Utah
$11K +$9.33K +68 New
VNA
1624
Valley National Advisers
Pennsylvania
$10K -$68.6K -500 -88%
FNBOSM
1625
First National Bank of South Miami
Florida
$9K -$40.6K -296 -83%
63 64
65
66 67