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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1951
PFS Partners
New Jersey
$5.64K – – –
TPW
1952
Talon Private Wealth
Florida
$5.61K +$5.36K +36 New
PCA
1953
Providence Capital Advisors
North Carolina
$5.46K -$3.28K -22 -39%
EAM
1954
Eukles Asset Management
Ohio
$5.46K – – –
1IA
1955
1620 Investment Advisors
Massachusetts
$5.43K +$1.04K +7 +25%
TFM
1956
TFC Financial Management
Massachusetts
$5.33K – – –
MLA
1957
MB, Levis & Associates
Pennsylvania
$5.3K – – –
RF
1958
Robinswood Financial
Washington
$5.14K -$11.2K -75 -69%
KFP
1959
Keener Financial Planning
Texas
$5K – – –
ACM
1960
Anfield Capital Management
California
$4.68K +$2.23K +15 +100%
KIG
1961
Kessler Investment Group
Indiana
$4.36K – – –
HWP
1962
Highline Wealth Partners
California
$3.9K +$1.19K +8 +47%
BFPW
1963
BOK Financial Private Wealth
Colorado
$3.9K – – –
BAM
1964
Bellevue Asset Management
Washington
$3.9K – – –
ETS
1965
ESL Trust Services
New York
$3.58K – – –
FGA
1966
Fortis Group Advisors
New Jersey
$3.58K – – –
SWC
1967
Spectrum Wealth Counsel
Indiana
$3.12K +$596 +4 +25%
IA
1968
IFS Advisors
Kansas
$3.12K – – –
LWA
1969
Lowe Wealth Advisors
Maryland
$3.12K – – –
SC
1970
Swan Capital
Florida
$2.96K -$2.23K -15 -44%
AP
1971
Aspect Partners
Virginia
$2.81K +$298 +2 +13%
PA
1972
Pineridge Advisors
Missouri
$2.67K – – –
NECFA
1973
New England Capital Financial Advisors
Connecticut
$2.56K +$2.38K +16 New
CAM
1974
ClariVest Asset Management
California
$2.51K – – –
LOIM
1975
Liberty One Investment Management
Illinois
$2.25K -$14.9K -100 -88%
77 78
79
80 81