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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
1976
Liberty One Investment Management
Illinois
$21.2K – – –
WAG
1977
Wiser Advisor Group
Arizona
$20.7K – – –
TC
1978
Truvestments Capital
Florida
$20.4K – – –
PAI
1979
Pittenger & Anderson Inc
Nebraska
$18.6K -$15.4K -101 -49%
FFL
1980
Financial Freedom LLC
Ohio
$18.4K +$152 +1 +1%
WIA
1981
Wetzel Investment Advisors
Indiana
$18.3K – – –
WFA
1982
West Financial Advisors
Iowa
$18.3K – – –
TVWM
1983
Tower View Wealth Management
Wisconsin
$17.8K -$4.41K -29 -22%
FFWA
1984
FRG Family Wealth Advisors
Washington
$17.5K +$16.6K +109 New
VL
1985
Vima LLC
Michigan
$17.2K – – –
CWM
1986
Cedar Wealth Management
California
$17.2K +$14.8K +97 New
CAM
1987
Creekmur Asset Management
Illinois
$17K +$3.19K +21 +28%
TAM
1988
Tucker Asset Management
Colorado
$16.8K +$14.5K +95 New
RWM
1989
Raffa Wealth Management
District of Columbia
$16.1K – – –
AF
1990
Arrow Financial
New York
$15.2K -$12.2K -80 -48%
WWM
1991
Wolff Wiese Magana
California
$15.1K – – –
GFPC
1992
Global Financial Private Client
Florida
$14.4K -$1.06K -7 -8%
SFCL
1993
Strengthening Families & Communities LLC
Massachusetts
$14K -$22.7K -149 -66%
IWP
1994
IAG Wealth Partners
Wisconsin
$14K – – –
LFA
1995
Legend Financial Advisors
Pennsylvania
$14K – – –
KFP
1996
Keener Financial Planning
Texas
$14K +$11.6K +76 New
RS
1997
Rakuten Securities
Japan
$13.8K -$19.2K -126 -62%
BFS
1998
Burkett Financial Services
South Carolina
$13K +$152 +1 +1%
CFS
1999
CGC Financial Services
Oregon
$12.9K – – –
CPA
2000
Clear Point Advisors
New York
$12.1K – – –
78 79
80
81 82