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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
1701
First National Bank of Mount Dora
Florida
$7.92M +$668 +1 +0%
TPC
1702
Twin Peaks Capital
$7.92M +$8.01M +12,000 New
PPWM
1703
Paragon Private Wealth Management
Kentucky
$7.92M +$785K +1,175 +11%
CAMV
1704
Concord Asset Management (Virginia)
Virginia
$7.92M +$530K +793 +7%
FFS
1705
Founders Financial Securities
Maryland
$7.9M +$636K +953 +9%
HEM
1706
Henson-Edgewater Management
Ohio
$7.89M +$7.99M +11,960 New
PMWMG
1707
Parr McKnight Wealth Management Group
Minnesota
$7.86M +$192K +287 +2%
FM
1708
Freemont Management
Switzerland
$7.86M +$5.28M +7,900 +198%
HIP
1709
Harrell Investment Partners
Texas
$7.84M +$224K +335 +3%
EA
1710
Ellsworth Advisors
Ohio
$7.84M +$718K +1,075 +9%
NG
1711
NWK Group
California
$7.84M -$36.1K -54 -0.5%
CPA
1712
Capital Performance Advisors
California
$7.83M +$2.36M +3,539 +43%
GIM
1713
Goelzer Investment Management
Indiana
$7.83M +$1.93M +2,885 +32%
WP
1714
WealthShield Partners
North Carolina
$7.77M +$744K +1,114 +10%
RFWA
1715
RPg Family Wealth Advisory
Massachusetts
$7.77M -$1.85M -2,768 -19%
PCMH
1716
Polymer Capital Management (HK)
Hong Kong
$7.76M +$6.06M +9,072 +337%
MFG
1717
Magnus Financial Group
New York
$7.76M +$751K +1,124 +11%
PWG
1718
Portside Wealth Group
Utah
$7.75M +$172K +258 +2%
GJWM
1719
Gilliland Jeter Wealth Management
Arkansas
$7.75M +$387K +579 +5%
WBC
1720
West Branch Capital
Massachusetts
$7.74M +$288K +431 +4%
AOWM
1721
Asset One Wealth Management
Washington
$7.73M +$7.3M +10,937 New
Koshinski Asset Management
1722
Koshinski Asset Management
Illinois
$7.71M +$286K +428 +4%
FCA
1723
Fortis Capital Advisors
Kansas
$7.7M -$206K -309 -3%
QWM
1724
Quadcap Wealth Management
Texas
$7.69M -$20.7K -31 -0.3%
GCM
1725
Gunderson Capital Management
South Carolina
$7.69M -$4.64M -6,948 -37%