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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1976
Tacita Capital
Ontario, Canada
$88K +$21.6K +100 +32%
AWM
1977
Accel Wealth Management
Iowa
$85K -$21.6K -100 -20%
RCG
1978
Rock Creek Group
District of Columbia
$79K -$75.3K -348 -48%
HWM
1979
HighMark Wealth Management
Minnesota
$76K +$433 +2 +0.6%
WAS
1980
Winch Advisory Services
Wisconsin
$74K -$6.06K -28 -7%
WAM
1981
WFA Asset Management
Wisconsin
$73.1K +$433 +2 +0.6%
BA
1982
Bellwether Advisors
Nebraska
$71K -$8.01K -37 -10%
MMG
1983
Monetary Management Group
Missouri
$70K -$162K -750 -69%
CH
1984
Canton Hathaway
Rhode Island
$70K – – –
EC
1985
Estate Counselors
Wisconsin
$67K – – –
LWANC
1986
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K – – –
TIM
1987
Tortoise Investment Management
New York
$64K – – –
SC
1988
Seldon Capital
California
$63K – – –
SIS
1989
Sound Income Strategies
Florida
$61K -$29.4K -136 -32%
CCA
1990
Column Capital Advisors
Indiana
$60K – – –
RG
1991
Retirement Group
California
$60K +$5.84K +27 +11%
COCM
1992
Charter Oak Capital Management
New Hampshire
$59K -$7.57K -35 -11%
EIP
1993
Ellis Investment Partners
Pennsylvania
$59K +$433 +2 +0.7%
CWM
1994
Cranbrook Wealth Management
Michigan
$57K – – –
CWM
1995
CarsonAllaria Wealth Management
Illinois
$55K – – –
HFM
1996
Harvest Fund Management
China
$55K – – –
MFA
1997
McClarren Financial Advisors
Pennsylvania
$54K – – –
SC
1998
Sierra Capital
Florida
$53K -$33.5K -155 -38%
PI
1999
Parkside Investments
Illinois
$53K +$54.1K +250 New
CWA
2000
Carolina Wealth Advisors
South Carolina
$51K – – –
78 79
80
81 82