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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Hoey Investments
Pennsylvania
– -$86.2K -711 Closed
BA
2002
Ballast Advisors
Minnesota
– -$83.3K -687 Closed
SMFG
2003
Sumitomo Mitsui Financial Group
Japan
– -$72.7K -600 Closed
QL
2004
Quarry LP
New York
– -$66.4K -548 Closed
LFA
2005
LGT Financial Advisors
Texas
– -$60.6K -500 Closed
MWA
2006
Merkkuri Wealth Advisors
New York
– -$47.5K -392 Closed
CAM
2007
Clarity Asset Management
Iowa
– -$44.9K -371 Closed
AS
2008
Altshuler Shaham
Israel
– -$44.1K -364 Closed
RMC
2009
Resources Management Corp
Connecticut
– -$41K -340 Closed
SIS
2010
Sound Income Strategies
Florida
– -$38.7K -321 Closed
SAM
2011
Sherman Asset Management
California
– -$37.2K -307 Closed
TPWA
2012
Twin Peaks Wealth Advisors
California
– -$37.2K -307 Closed
BOJHT
2013
Bank of Jackson Hole Trust
Wyoming
– -$35.9K -296 Closed
GWSA
2014
Global Wealth Strategies & Associates
Colorado
– -$34.8K -287 Closed
WOSD
2015
WFA of San Diego
California
– -$30.3K -250 Closed
WPA
2016
Wealth Preservation Advisors
Tennessee
– -$26.2K -216 Closed
DI
2017
DAGCO Inc
Ohio
– -$24.5K -202 Closed
SA
2018
Scarborough Advisors
Maryland
– -$22.4K -185 Closed
LWMI
2019
Legacy Wealth Management (Idaho)
Idaho
– -$21.6K -178 Closed
TGY2IT
2020
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$19.4K -160 Closed
MWM
2021
Magnolia Wealth Management
Alabama
– -$15.8K -130 Closed
FFL
2022
Financial Freedom LLC
Ohio
– -$13.2K -109 Closed
TCM
2023
Tradewinds Capital Management
Washington
– -$13.1K -108 Closed
CFS
2024
CGC Financial Services
Oregon
– -$8.85K -73 Closed
IAAG
2025
Innovative Asset Advisors Group
Connecticut
– -$6.06K -50 Closed
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