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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2001
Magnolia Wealth Management
Alabama
– -$15.8K -130 Closed
FFL
2002
Financial Freedom LLC
Ohio
– -$13.2K -109 Closed
TCM
2003
Tradewinds Capital Management
Washington
– -$13.1K -108 Closed
CFS
2004
CGC Financial Services
Oregon
– -$8.85K -73 Closed
IAAG
2005
Innovative Asset Advisors Group
Connecticut
– -$6.06K -50 Closed
TLFA
2006
True Link Financial Advisors
California
– -$4.85K -40 Closed
MPW
2007
MASECO Private Wealth
– -$4.34K -36 Closed
RF
2008
RetireMitten Financial
Michigan
– -$4.36K -36 Closed
MWC
2009
MBM Wealth Consultants
Missouri
– -$3.88K -32 Closed
CFG
2010
Clayton Financial Group
Missouri
– -$3.39K -28 Closed
PWA
2011
Portus Wealth Advisors
North Carolina
– -$2.42K -20 Closed
WA
2012
WestEnd Advisors
North Carolina
– -$2.3K -19 Closed
QWM
2013
Quaker Wealth Management
New Jersey
– -$1.94K -16 Closed
DWP
2014
Destiny Wealth Partners
Florida
– -$1.84K -15 Closed
TWM
2015
TopTier Wealth Management
Wisconsin
– -$1.33K -11 Closed
KCM
2016
Key Capital Management
Tennessee
– -$1.21K -10 Closed
CW
2017
Curio Wealth
Maryland
– -$975 -8 Closed
IWS
2018
Intentional Wealth Strategies
Colorado
– -$364 -3 Closed
CCM
2019
Chilton Capital Management
Texas
– -$122 -1 Closed
EA
2020
Evolution Advisers
Virginia
– +$127 +1 New
CFG
2021
CKW Financial Group
Hawaii
– +$381 +3 New
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