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Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1926
Verus Financial Partners
Virginia
$213K +$200K +560 New
RCA
1927
Ranch Capital Advisors
Florida
$213K +$201K +561 New
ARG
1928
Advisory Resource Group
Oklahoma
$212K
BWM
1929
Biltmore Wealth Management
Arizona
$212K +$357 +1 +0.2%
ATPW
1930
Ashton Thomas Private Wealth
Arizona
$211K -$16.1K -45 -8%
MC
1931
Matisse Capital
Oregon
$211K
RI
1932
Rudd International
Florida
$210K -$35.7K -100 -15%
PAS
1933
Partnervest Advisory Services
California
$210K -$357 -1 -0.2%
NPPM
1934
North Point Portfolio Managers
Ohio
$210K
SFG
1935
SNS Financial Group
Minnesota
$209K +$197K +551 New
OFW
1936
Omnia Family Wealth
Florida
$208K -$98.3K -275 -33%
KLI
1937
Kelman-Lazarov Inc
Tennessee
$208K +$196K +548 New
CAL
1938
Capital Advisors Ltd
Ohio
$207K -$23.6K -66 -11%
LD
1939
Lipe & Dalton
New York
$207K
SAM
1940
Steinberg Asset Management
New York
$207K +$194K +544 New
SC
1941
Slow Capital
California
$206K +$193K +540 New
DPI
1942
Diversified Portfolios Inc
Michigan
$205K +$193K +540 New
IDA
1943
Intelligence Driven Advisers
California
$204K +$191K +535 New
SMFS
1944
Squar Milner Financial Services
California
$202K +$142K +398 +48%
JCM
1945
Jacobsen Capital Management
Utah
$201K -$25K -70 -12%
GHAM
1946
Gilman Hill Asset Management
Connecticut
$201K +$188K +527 New
PWMG
1947
Prestige Wealth Management Group
New Jersey
$200K
BSPF
1948
British Steel Pension Fund
United Kingdom
$199K -$435K -1,218 -70%
PWP
1949
Personal Wealth Partners
Minnesota
$191K +$3.22K +9 +2%
M
1950
MOTCO
Texas
$190K -$135K -378 -43%