We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2001
Clear Point Advisors
New York
$12.1K – – –
PWA
2002
Provenance Wealth Advisors
Florida
$11.7K +$4.56K +30 +83%
FFC
2003
First Financial Corp
Indiana
$11.5K -$51.3K -337 -84%
ACA
2004
American Capital Advisory
Idaho
$10.9K -$47.6K -313 -83%
CCMI
2005
Creative Capital Management Investments
California
$10.7K – – –
JFG
2006
JDM Financial Group
Texas
$10.6K – – –
CAM
2007
ClariVest Asset Management
California
$10.6K +$2.43K +16 +36%
MDCM
2008
Morgan Dempsey Capital Management
Wisconsin
$10.1K – – –
T
2009
Tidemark
California
$8.86K -$8.06K -53 -51%
AFWM
2010
Abich Financial Wealth Management
Virginia
$8.86K – – –
MWA
2011
Miller Wealth Advisors
Colorado
$8.86K – – –
OP
2012
ORG Partners
Indiana
$8.58K -$1.39M -9,134 -99%
PP
2013
PFS Partners
New Jersey
$8.52K – – –
CPG
2014
Cornerstone Planning Group
New Jersey
$8.22K -$4.11K -27 -34%
HWA
2015
HHM Wealth Advisors
Tennessee
$7.8K – – –
BMC
2016
Bear Mountain Capital
Washington
$7.73K -$2.28K -15 -24%
NL
2017
NVWM LLC
Pennsylvania
$6.73K -$93.1K -612 -94%
DF
2018
Dunhill Financial
United Kingdom
$6.68K +$1.06K +7 +23%
AP
2019
Atwood & Palmer
Missouri
$6.56K -$3.65K -24 -39%
DPW
2020
DiNuzzo Private Wealth
Pennsylvania
$6.56K +$1.22K +8 +28%
NBT
2021
Northwest Bank & Trust
Iowa
$6.44K – – –
TFM
2022
TFC Financial Management
Massachusetts
$6.41K +$304 +2 +6%
CJ
2023
Caitlin John
Michigan
$6.39K -$152 -1 -3%
WCM
2024
Westend Capital Management
California
$6.38K +$5.48K +36 New
EAM
2025
Eukles Asset Management
Ohio
$6.2K – – –
79 80
81
82 83