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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1876
MMA Asset Management
Pennsylvania
– -$31.3K -348 Closed
MFG
1877
Mendota Financial Group
Wisconsin
– -$28.7K -320 Closed
HWA
1878
Heartwood Wealth Advisors
Virginia
– -$26.9K -300 Closed
EDRH
1879
Edmond de Rothschild Holding
Switzerland
– -$26.6K -296 Closed
SC
1880
Solstein Capital
California
– -$18.9K -211 Closed
CAL
1881
Capital Advisors Ltd
Ohio
– -$17.9K -194 -71%
OA
1882
Operose Advisors
Wisconsin
– -$10.8K -120 Closed
TIM
1883
Tortoise Investment Management
New York
– -$10.3K -115 Closed
TCM
1884
TruNorth Capital Management
Michigan
– -$8.97K -100 Closed
HFS
1885
Hopwood Financial Services
Virginia
– -$6.73K -75 Closed
CWM
1886
Copia Wealth Management
Oregon
– -$6.37K -71 Closed
CCMI
1887
Creative Capital Management Investments
California
– -$5.72K -64 Closed
HHGA
1888
Halbert Hargrove Global Advisors
California
– -$4.4K -49 Closed
BMC
1889
Bear Mountain Capital
Washington
– -$4.44K -47 Closed
SIS
1890
Strategic Investment Solutions
Illinois
– -$3.77K -42 Closed
KFP
1891
Keener Financial Planning
Texas
– -$3K -38 Closed
APM
1892
Advanced Portfolio Management
New York
– -$3.23K -36 Closed
JWM
1893
JPL Wealth Management
Colorado
– -$2.78K -31 Closed
VWA
1894
VSM Wealth Advisory
Maryland
– -$2.68K -30 Closed
DFC
1895
DB Fitzpatrick & Co
Idaho
– -$1.79K -20 Closed
CCM
1896
Cloud Capital Management
Washington
– -$1K -17 Closed
SWP
1897
SIMA Wealth Partners
Virginia
– -$1.52K -17 Closed
CA
1898
Centerpoint Advisors
Massachusetts
– -$1.2K -13 -87%
TCA
1899
Trifecta Capital Advisors
Illinois
– -$987 -11 Closed
ETS
1900
ESL Trust Services
New York
– -$897 -10 Closed
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