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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
2001
Level Four Advisory Services
Texas
– -$1.06M -5,018 Closed
SI
2002
Symmetry Investments
Jersey
– -$1.06M -5,016 Closed
LB
2003
Leo Brokerage
Texas
– -$1.02M -4,829 Closed
WFC
2004
Western Financial Corp
California
– -$1.02M -4,806 Closed
CG
2005
Caprock Group
Idaho
– -$972K -4,580 Closed
KCM
2006
Kornitzer Capital Management
Kansas
– -$956K -4,506 Closed
1IA
2007
1834 Investment Advisors
Wisconsin
– -$956K -4,505 Closed
PCA
2008
Personal Capital Advisors
California
– -$901K -4,246 Closed
CCM
2009
Compton Capital Management
Rhode Island
– -$891K -4,200 Closed
SCF
2010
Sante Capital Fund
Texas
– -$885K -4,170 Closed
MCM
2011
Manchester Capital Management
Vermont
– -$880K -4,145 Closed
WR
2012
WD Rutherford
Oregon
– -$869K -4,095 Closed
XT
2013
XTX Topco
Cayman Islands
– -$861K -4,055 Closed
SFSG
2014
Sound Financial Strategies Group
Mississippi
– -$819K -3,859 Closed
FM
2015
Family Management
New York
– -$797K -3,755 Closed
FIB
2016
First Interstate Bank
Montana
– -$737K -3,469 Closed
CFCI
2017
Comprehensive Financial Consultants Institutional
Indiana
– -$753K -3,345 Closed
TVWM
2018
Tower View Wealth Management
Wisconsin
– -$702K -3,308 Closed
HFA
2019
High Falls Advisors
New York
– -$637K -3,000 Closed
WFI
2020
West Family Investments
California
– -$634K -2,988 Closed
CWM
2021
Calamos Wealth Management
Illinois
– -$604K -2,845 Closed
NRA
2022
NSI Retail Advisors
Pennsylvania
– -$565K -2,663 Closed
DCM
2023
Donaldson Capital Management
Indiana
– -$558K -2,628 Closed
MFG
2024
Menard Financial Group
Texas
– -$551K -2,596 Closed
CRCM
2025
Corbett Road Capital Management
Virginia
– -$551K -2,595 Closed
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