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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2001
Strategic Investment Advisors
Michigan
– -$226K -1,282 Closed
STA
2002
Summit Trail Advisors
New York
– -$215K -1,219 Closed
RB
2003
Renasant Bank
Mississippi
– -$203K -1,150 Closed
ZCI
2004
Zevenbergen Capital Investments
Washington
– -$202K -1,142 Closed
LGA
2005
Lebenthal Global Advisors
New York
– -$138K -785 Closed
BWM
2006
Birchcreek Wealth Management
Ohio
– -$120K -680 Closed
KCM
2007
Kathmere Capital Management
Pennsylvania
– -$106K -600 Closed
VCG
2008
Vantage Consulting Group
Virginia
– -$82K -462 Closed
HGWM
2009
Harvest Group Wealth Management
Massachusetts
– -$75K -426 Closed
NICM
2010
Neo Ivy Capital Management
New York
– -$72K -406 Closed
FPB
2011
First PREMIER Bank
South Dakota
– -$55K -315 Closed
CC
2012
Centiva Capital
New York
– -$54.8K -293 Closed
PS
2013
Planned Solutions
California
– -$51K -291 Closed
CDIA
2014
Capital Directions Investment Advisors
Georgia
– -$49K -275 Closed
FWM
2015
FSA Wealth Management
Massachusetts
– -$46K -260 Closed
HFM
2016
Harvest Fund Management
China
– -$45K -259 Closed
D
2017
Diversified
Delaware
– -$40K -255 Closed
BWA
2018
Burt Wealth Advisors
Maryland
– -$38K -214 Closed
SIAG
2019
Safeguard Investment Advisory Group
California
– -$36K -209 Closed
IA
2020
IFS Advisors
Kansas
– -$34K -193 Closed
EA
2021
Emerald Advisers
Pennsylvania
– -$23K -130 Closed
BSSFA
2022
Baron Silver Stevens Financial Advisors
Florida
– -$19K -108 Closed
CL
2023
COWA LLC
Oklahoma
– -$20K -100 Closed
CTFG
2024
Capstone Triton Financial Group
Oklahoma
– -$12K -70 Closed
AA
2025
AlphaMark Advisors
Kentucky
– -$8K -44 Closed
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