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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1926
Traphagen Investment Advisors
New Jersey
$215K +$715 +2 +0.4%
VFP
1927
Verus Financial Partners
Virginia
$213K +$200K +560 New
RCA
1928
Ranch Capital Advisors
Florida
$213K +$201K +561 New
ARG
1929
Advisory Resource Group
Oklahoma
$212K – – –
BWM
1930
Biltmore Wealth Management
Arizona
$212K +$357 +1 +0.2%
ATPW
1931
Ashton Thomas Private Wealth
Arizona
$211K -$16.1K -45 -8%
MC
1932
Matisse Capital
Oregon
$211K – – –
RI
1933
Rudd International
Florida
$210K -$35.7K -100 -15%
PAS
1934
Partnervest Advisory Services
California
$210K -$357 -1 -0.2%
NPPM
1935
North Point Portfolio Managers
Ohio
$210K – – –
SFG
1936
SNS Financial Group
Minnesota
$209K +$197K +551 New
OFW
1937
Omnia Family Wealth
Florida
$208K -$98.3K -275 -33%
KLI
1938
Kelman-Lazarov Inc
Tennessee
$208K +$196K +548 New
CAL
1939
Capital Advisors Ltd
Ohio
$207K -$23.6K -66 -11%
LD
1940
Lipe & Dalton
New York
$207K – – –
SAM
1941
Steinberg Asset Management
New York
$207K +$194K +544 New
SC
1942
Slow Capital
California
$206K +$193K +540 New
DPI
1943
Diversified Portfolios Inc
Michigan
$205K +$193K +540 New
IDA
1944
Intelligence Driven Advisers
California
$204K +$191K +535 New
SMFS
1945
Squar Milner Financial Services
California
$202K +$142K +398 +48%
JCM
1946
Jacobsen Capital Management
Utah
$201K -$25K -70 -12%
GHAM
1947
Gilman Hill Asset Management
Connecticut
$201K +$188K +527 New
PWMG
1948
Prestige Wealth Management Group
New Jersey
$200K – – –
BSPF
1949
British Steel Pension Fund
United Kingdom
$199K -$435K -1,218 -70%
PWP
1950
Personal Wealth Partners
Minnesota
$191K +$3.22K +9 +2%