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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2101
Gould Capital
Washington
$46K +$48.6K +200 New
SWM
2102
Selective Wealth Management
Virginia
$46K +$48.6K +200 New
BWL
2103
Bogart Wealth LLC
Virginia
$44K +$243 +1 +0.5%
KFI
2104
Key Financial Inc
Pennsylvania
$43K -$2.67K -11 -6%
AP
2105
Atwood & Palmer
Missouri
$42K +$11.4K +47 +35%
FFC
2106
First Financial Corp
Indiana
$41K +$2.67K +11 +7%
IFAM
2107
Institutional & Family Asset Management
Colorado
$39K -$156K -641 -79%
VCM
2108
Versant Capital Management
Arizona
$39K – – –
DCM
2109
Disciplina Capital Management
Tennessee
$38.7K +$40.6K +167 New
KFS
2110
Kelly Financial Services
Massachusetts
$38.3K – – –
AFS
2111
Annapolis Financial Services
Maryland
$38K +$14.8K +61 +60%
WBC
2112
West Branch Capital
Massachusetts
$38K +$24.3K +100 +156%
FQ
2113
First Quadrant
California
$38K +$40.4K +166 New
WIA
2114
Wealthstreet Investment Advisors
Texas
$37K – – –
NWM
2115
Navigation Wealth Management
Colorado
$36K – – –
CA
2116
Cornerstone Advisory
Maryland
$36K +$37.7K +155 New
TFP
2117
Tilia Fiduciary Partners
North Carolina
$36K +$37.9K +156 New
AW
2118
Avion Wealth
Texas
$35K – – –
LFA
2119
Level Financial Advisors
New York
$34K +$35.3K +145 New
HWM
2120
Holloway Wealth Management
Florida
$31K – – –
EA
2121
Emerald Advisers
Pennsylvania
$30K +$31.6K +130 New
BIA
2122
Bell Investment Advisors
California
$29K -$5.59K -23 -16%
DWA
2123
Delos Wealth Advisors
Texas
$29K +$30.2K +124 New
FCMT
2124
Founders Capital Management (Texas)
Texas
$29K +$30.4K +125 New
SIAP
2125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$30.4K +125 +12,500%
83 84
85
86 87