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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1901
Five Oceans Advisors
California
$571K +$29.6K +86 +5%
CMI
1902
Clare Market Investments
Texas
$570K -$96.1K -279 -13%
MHS
1903
M Holdings Securities
Oregon
$568K -$20.7K -60 -3%
PPWM
1904
Paragon Private Wealth Management
Kentucky
$567K – – –
DEM
1905
Disciplined Equity Management
Florida
$567K +$17.2K +50 +3%
SSG
1906
Summit Securities Group
New York
$566K +$496K +1,439 +406%
RCM
1907
Radnor Capital Management
Pennsylvania
$564K -$8.61K -25 -1%
TCWM
1908
Total Clarity Wealth Management
Illinois
$563K +$344 +1 +0.1%
TNBTD
1909
Trustmark National Bank Trust Department
Mississippi
$562K – – –
BFO
1910
Boston Family Office
Massachusetts
$561K – – –
VA
1911
Valmark Advisers
Ohio
$560K -$58.5K -170 -9%
QFA
1912
Quantum Financial Advisors
California
$560K +$546K +1,584 New
NL
1913
NWAM LLC
Washington
$557K +$220K +638 +57%
CPWA
1914
Cerro Pacific Wealth Advisors
California
$554K -$219K -636 -27%
MPI
1915
Mairs & Power Inc
Minnesota
$554K +$98.5K +286 +19%
DAC
1916
Dividend Assets Capital
South Carolina
$551K -$4.13K -12 -0.7%
PWMG
1917
Prestige Wealth Management Group
New Jersey
$551K +$465K +1,349 +341%
WA
1918
WBH Advisory
Maryland
$550K – – –
TAM
1919
Taurus Asset Management
New York
$550K +$24.8K +72 +4%
CAP
1920
Columbia Advisory Partners
Washington
$549K +$1.03K +3 +0.2%
CWA
1921
Clarity Wealth Advisors
California
$545K -$16.5K -48 -3%
AIC
1922
Argus Investors Counsel
New York
$545K +$63.4K +184 +12%
PCG
1923
Private Capital Group
Connecticut
$544K -$124K -360 -17%
RFA
1924
Resurgent Financial Advisors
Georgia
$541K +$20K +58 +4%
FFG
1925
Fortem Financial Group
California
$540K -$2.66M -7,715 -82%
75 76
77
78 79