We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1926
AllSquare Wealth Management
New York
$42.4K – – –
WPWM
1927
Western Pacific Wealth Management
Illinois
$42.1K – – –
WAS
1928
Winch Advisory Services
Wisconsin
$42K – – –
JSAM
1929
J. Safra Asset Management
New York
$41.5K +$31.2K +205 +707%
FA
1930
Financial Avengers
California
$41.5K +$152 +1 +0.4%
RDFA
1931
Ritter Daniher Financial Advisory
Ohio
$39.9K – – –
BLC
1932
Brown, Lisle/Cummings
Rhode Island
$39.2K – – –
CP
1933
Castleview Partners
Texas
$38.8K – – –
POIA
1934
Pin Oak Investment Advisors
Texas
$38K – – –
NIC
1935
Northwest Investment Counselors
Oregon
$38K +$32.6K +214 New
A
1936
AlphaQuest
New York
$37.9K -$189K -1,244 -85%
SA
1937
Scarborough Advisors
Maryland
$36K -$304 -2 -1%
PWMG
1938
Private Wealth Management Group
New Jersey
$35.6K – – –
BWP
1939
Baldwin Wealth Partners
Massachusetts
$35.4K – – –
DWA
1940
Dougherty Wealth Advisers
Minnesota
$35.4K – – –
GC
1941
Gould Capital
Washington
$35.4K – – –
RG
1942
Retirement Group
California
$35.1K +$13.8K +91 +85%
OIAM
1943
OFI Invest Asset Management
France
$34.8K -$3.96K -26 -11%
AWM
1944
Abound Wealth Management
Tennessee
$34.1K -$7.45K -49 -20%
AFS
1945
Annapolis Financial Services
Maryland
$33.7K – – –
NI
1946
NCP Inc
California
$33.2K +$28.6K +188 New
KFI
1947
Key Financial Inc
Pennsylvania
$33K – – –
CCA
1948
Criterion Capital Advisors
Tennessee
$32.6K -$36.5K -240 -57%
SFA
1949
Semmax Financial Advisors
North Carolina
$32.2K – – –
WTA
1950
Washington Trust Advisors
Massachusetts
$31.5K +$9.74K +64 +56%
76 77
78
79 80