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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1801
Allied Private Wealth
Florida
$5.3K +$5.08K +40 New
BH
1802
Burk Holdings
Oklahoma
$5.09K – – –
VNA
1803
Valley National Advisers
Pennsylvania
$5.09K +$127 +1 +3%
AF
1804
Align Financial
Minnesota
$4.96K – – –
RF
1805
Robinswood Financial
Washington
$4.86K +$127 +1 +3%
WWM
1806
Wolff Wiese Magana
California
$4.86K +$2.16K +17 +85%
TFM
1807
TFC Financial Management
Massachusetts
$4.86K +$508 +4 +12%
PP
1808
PFS Partners
New Jersey
$4.75K – – –
UFPG
1809
United Financial Planning Group
New York
$4.7K – – –
EAM
1810
Eukles Asset Management
Ohio
$4.57K – – –
FGC
1811
Financial Gravity Companies
Texas
$4.57K +$4.45K +35 New
MLA
1812
MB, Levis & Associates
Pennsylvania
$4.44K – – –
NWM
1813
Navigoe Wealth Management
California
$4K +$1.65K +13 +62%
BL
1814
BFSG LLC
California
$3.92K +$1.91K +15 +100%
BF
1815
Brooklyn FI
New York
$3.86K +$3.56K +28 New
TLCM
1816
Twin Lakes Capital Management
California
$3.83K -$25.4K -200 -87%
PS
1817
Planning Strategies
Pennsylvania
$3.79K +$3.68K +29 New
FAM
1818
Fulcrum Asset Management
United Kingdom
$3.75K +$3.56K +28 New
RWS
1819
Retirement Wealth Solutions
Wisconsin
$3.66K +$635 +5 +22%
PIS
1820
POM Investment Strategies
North Carolina
$3.66K – – –
RWM
1821
RMG Wealth Management
Wisconsin
$3.54K +$2.92K +23 New
SIM
1822
Sims Investment Management
Ohio
$3.53K +$3.43K +27 New
1CP
1823
1015 Capital Partners
Pennsylvania
$3.4K +$254 +2 +8%
CTB
1824
Country Trust Bank
Illinois
$3.4K +$3.3K +26 New
HC
1825
Hurley Capital
New York
$3.37K +$3.3K +26 New
71 72
73
74 75