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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2326
Total Clarity Wealth Management
Illinois
$563K +$295K +2,057 +147%
PSF
2327
Pacific Sun Financial
California
$561K – – –
AC
2328
Addison Capital
Pennsylvania
$560K -$11.3K -79 -2%
SRC
2329
Sage Rhino Capital
California
$560K +$8.03K +56 +2%
SIAG
2330
Safeguard Investment Advisory Group
California
$560K +$17.2K +120 +4%
FNC
2331
First National Corp
Massachusetts
$558K -$13.5K -94 -3%
PA
2332
Probity Advisors
Texas
$557K -$86K -600 -15%
SMA
2333
Sage Mountain Advisors
Georgia
$556K -$606K -4,226 -55%
CWM
2334
Cabot Wealth Management
Massachusetts
$556K -$22.1K -154 -4%
CAM
2335
Cubic Asset Management
Massachusetts
$554K +$34.4K +240 +8%
HWA
2336
HHM Wealth Advisors
Tennessee
$553K -$15.3K -107 -3%
CNB
2337
Camden National Bank
Maine
$552K -$171K -1,193 -26%
PCG
2338
Private Capital Group
Connecticut
$552K -$26.8K -187 -5%
WMG
2339
WESCAP Management Group
California
$552K – – –
ASFA
2340
All Season Financial Advisors
Colorado
$550K -$131K -911 -21%
AFIA
2341
America First Investment Advisors
Nebraska
$550K – – –
PWA
2342
Physician Wealth Advisors
Utah
$550K +$79.5K +554 +20%
TCBWMS
2343
Texas Capital Bank Wealth Management Services
Texas
$550K +$484K +3,376 New
OLVIG
2344
Oliver Lagore Vanvalin Investment Group
Michigan
$549K +$489K +3,408 New
BWP
2345
BSW Wealth Partners
Colorado
$547K -$5.16K -36 -1%
LAM
2346
L2 Asset Management
Massachusetts
$546K +$77.4K +540 +19%
ACA
2347
Aspire Capital Advisors
Washington
$546K +$481K +3,356 New
NFSG
2348
Newbridge Financial Services Group
Florida
$545K -$10K -70 -2%
WAG
2349
Winthrop Advisory Group
Massachusetts
$545K +$4.16K +29 +0.9%
ZIG
2350
Zullo Investment Group
Pennsylvania
$545K +$93.9K +655 +24%
92 93
94
95 96