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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2001
Brendel Financial Advisors
New Hampshire
– -$467K -3,304 Closed
BAM
2002
Bosun Asset Management
Illinois
– -$443K -3,137 Closed
DAM
2003
Deltec Asset Management
New York
– -$438K -3,100 Closed
HG
2004
Herbst Group
Connecticut
– -$441K -3,100 Closed
FRM
2005
Fox Run Management
Connecticut
– -$432K -3,056 Closed
VEA
2006
Virtus ETF Advisers
New York
– -$428K -3,032 Closed
WEG
2007
World Equity Group
Illinois
– -$408K -2,887 Closed
ER
2008
Enlightenment Research
Florida
– -$395K -2,800 Closed
MAG
2009
MRA Advisory Group
New Jersey
– -$391K -2,770 Closed
AFA
2010
Abacus FCF Advisors
Florida
– -$367K -2,597 Closed
PWM
2011
PRW Wealth Management
Massachusetts
– -$365K -2,585 Closed
HBT
2012
Hills Bank & Trust
Iowa
– -$360K -2,551 Closed
EFI
2013
EHP Funds Inc
Canada
– -$339K -2,400 Closed
GAG
2014
GM Advisory Group
New York
– -$331K -2,344 Closed
CCMG
2015
Clark Capital Management Group
Pennsylvania
– -$327K -2,315 Closed
MGIM
2016
M&G Investment Management
United Kingdom
– -$326K -2,314 Closed
JWS
2017
Juncture Wealth Strategies
Arizona
– -$326K -2,311 Closed
AI
2018
Atom Investors
Texas
– -$323K -2,289 Closed
AAM
2019
Aureus Asset Management
Massachusetts
– -$310K -2,197 Closed
LAM
2020
LifePro Asset Management
California
– -$273K -1,934 Closed
OPOWM
2021
One Plus One Wealth Management
Florida
– -$270K -1,910 Closed
HFAS
2022
Hummer Financial Advisory Services
Illinois
– -$258K -1,830 Closed
SCM
2023
Stevens Capital Management
Pennsylvania
– -$254K -1,802 Closed
SG
2024
StoneX Group
New York
– -$247K -1,750 Closed
ES
2025
Eagle Strategies
New York
– -$247K -1,748 Closed
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81
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