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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1926
Paragon Private Wealth Management
Kentucky
$601K
AAM
1927
Augustine Asset Management
Florida
$601K +$569K +1,728 New
BPGAM
1928
BTG Pactual Global Asset Management
Bermuda
$598K -$89.5K -272 -14%
SSG
1929
Summit Securities Group
New York
$598K +$566K +1,721 New
WCM
1930
WealthBridge Capital Management
Ohio
$597K +$14.5K +44 +3%
RFA
1931
Resurgent Financial Advisors
Georgia
$597K +$20.7K +63 +4%
CFSG
1932
Clark Financial Services Group
Missouri
$594K -$82.6K -251 -13%
NAG
1933
Northstar Advisory Group
New Jersey
$593K +$12.8K +39 +2%
ARG
1934
Advisory Resource Group
Oklahoma
$592K +$39.8K +121 +8%
UC
1935
Unio Capital
New Jersey
$591K -$181K -550 -24%
PAM
1936
Paradigm Asset Management
New York
$591K -$494K -1,500 -47%
LBC
1937
Lowe Brockenbrough & Co
Virginia
$588K +$183K +556 +49%
VC
1938
Vicus Capital
Pennsylvania
$585K +$133K +405 +32%
RB
1939
Renasant Bank
Mississippi
$585K -$13.5K -41 -2%
TCWM
1940
Total Clarity Wealth Management
Illinois
$583K +$9.54K +29 +2%
ACM
1941
AlphaStar Capital Management
North Carolina
$583K +$23K +70 +4%
IA
1942
Insight Advisors
Pennsylvania
$583K -$110K -333 -17%
DI
1943
Diligent Investors
California
$581K -$46.1K -140 -8%
DAC
1944
Dividend Assets Capital
South Carolina
$581K
BAM
1945
Brave Asset Management
New Jersey
$580K -$13.8K -42 -2%
SL
1946
Salomon & Ludwin
Virginia
$578K -$12.2K -37 -2%
FNBOH
1947
First National Bank of Hutchinson
Kansas
$578K +$4.28K +13 +0.8%
AC
1948
ASB Consultores
Florida
$576K -$84.9K -258 -13%
ECA
1949
Elevated Capital Advisors
Utah
$575K -$825K -2,507 -60%
CMI
1950
Clare Market Investments
Texas
$575K -$40.5K -123 -7%