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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
Insight Advisors
Pennsylvania
$211K +$223K +1,031 New
CFD
1002
Creative Financial Designs
Indiana
$209K +$10.8K +50 +5%
MTC
1003
McDaniel Terry & Co
Texas
$209K +$220K +1,019 New
PCMC
1004
Paragon Capital Management (Colorado)
Colorado
$208K +$433 +2 +0.2%
KC
1005
Knuff & Co
California
$207K
OAM
1006
Oak Asset Management
California
$207K
WE
1007
Wealth Effects
Massachusetts
$207K
ACG
1008
Allen Capital Group
Nebraska
$206K
DY
1009
Dowling & Yahnke
California
$206K
FBFS
1010
First Business Financial Services
Wisconsin
$206K +$217K +1,004 New
AP
1011
Americana Partners
Texas
$206K +$218K +1,008 New
CIA
1012
Cladis Investment Advisory
Montana
$205K -$3.46K -16 -2%
CA
1013
Cortland Associates
Missouri
$205K
HFG
1014
Heron Financial Group
New York
$205K +$10.2K +47 +5%
HM
1015
Harvest Management
New York
$205K +$216K +1,000 New
WS
1016
Wedbush Securities
California
$204K -$40.2K -186 -16%
APP
1017
Alpha Paradigm Partners
Illinois
$204K +$48K +222 +29%
DAC
1018
Dividend Assets Capital
South Carolina
$203K -$13.2K -61 -6%
CWM
1019
Congress Wealth Management
Massachusetts
$203K -$9.08K -42 -4%
ATPW
1020
Ashton Thomas Private Wealth
Arizona
$201K -$19.2K -89 -8%
DAS
1021
Dynamic Advisor Solutions
Arizona
$201K -$53.4K -247 -20%
HC
1022
Hoese & Co
Minnesota
$201K -$28.1K -130 -12%
SIM
1023
SSI Investment Management
California
$201K -$1.51K -7 -0.7%
LFM
1024
LGT Fund Management
Liechtenstein
$201K
MGIA
1025
Moneta Group Investment Advisors
Missouri
$201K +$212K +980 New