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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1001
Live Oak Private Wealth
North Carolina
$211K +$2.6K +12 +1%
JCM
1002
J2 Capital Management
Michigan
$211K +$11.2K +52 +5%
IA
1003
Insight Advisors
Pennsylvania
$211K +$223K +1,031 New
CFD
1004
Creative Financial Designs
Indiana
$209K +$10.8K +50 +5%
MTC
1005
McDaniel Terry & Co
Texas
$209K +$220K +1,019 New
PCMC
1006
Paragon Capital Management (Colorado)
Colorado
$208K +$433 +2 +0.2%
KC
1007
Knuff & Co
California
$207K – – –
OAM
1008
Oak Asset Management
California
$207K – – –
WE
1009
Wealth Effects
Massachusetts
$207K – – –
ACG
1010
Allen Capital Group
Nebraska
$206K – – –
DY
1011
Dowling & Yahnke
California
$206K – – –
FBFS
1012
First Business Financial Services
Wisconsin
$206K +$217K +1,004 New
Americana Partners
1013
Americana Partners
Texas
$206K +$218K +1,008 New
CIA
1014
Cladis Investment Advisory
Montana
$205K -$3.46K -16 -2%
CA
1015
Cortland Associates
Missouri
$205K – – –
HFG
1016
Heron Financial Group
New York
$205K +$10.2K +47 +5%
HM
1017
Harvest Management
New York
$205K +$216K +1,000 New
Wedbush Securities
1018
Wedbush Securities
California
$204K -$40.2K -186 -16%
APP
1019
Alpha Paradigm Partners
Illinois
$204K +$48K +222 +29%
DAC
1020
Dividend Assets Capital
South Carolina
$203K -$13.2K -61 -6%
Congress Wealth Management
1021
Congress Wealth Management
Massachusetts
$203K -$9.08K -42 -4%
Ashton Thomas Private Wealth
1022
Ashton Thomas Private Wealth
Arizona
$201K -$19.2K -89 -8%
Dynamic Advisor Solutions
1023
Dynamic Advisor Solutions
Arizona
$201K -$53.4K -247 -20%
HC
1024
Hoese & Co
Minnesota
$201K -$28.1K -130 -12%
SIM
1025
SSI Investment Management
California
$201K -$1.51K -7 -0.7%