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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
3126
Morris Financial Concepts
South Carolina
$227K +$237K +1,468 New
NFG
3127
Norris Financial Group
South Carolina
$227K -$31.7K -196 -12%
RBCM
3128
Raub Brock Capital Management
California
$226K – – –
IP
3129
Isthmus Partners
Wisconsin
$226K +$323 +2 +0.1%
VCM
3130
Versant Capital Management
Arizona
$226K +$80.8K +500 +52%
FWM
3131
FFT Wealth Management
Pennsylvania
$226K +$236K +1,460 New
BMD
3132
Better Money Decisions
New Mexico
$225K -$24.2K -150 -9%
HFAS
3133
Hummer Financial Advisory Services
Illinois
$225K -$16.1K -100 -6%
RWA
3134
RGT Wealth Advisors
Texas
$225K +$16.3K +101 +7%
CAGAS
3135
Capital Advisory Group Advisory Services
Minnesota
$224K -$262K -1,621 -53%
SFS
3136
Solitude Financial Services
Virginia
$224K +$1.61K +10 +0.7%
PAMP
3137
Polar Asset Management Partners
Ontario, Canada
$224K +$233K +1,444 New
SA
3138
Syntax Advisors
New York
$224K +$234K +1,448 New
VCG
3139
Vantage Consulting Group
Virginia
$224K +$234K +1,448 New
GWM
3140
GoalFusion Wealth Management
Texas
$223K +$196K +1,211 New
NWM
3141
Northcape Wealth Management
New York
$223K +$233K +1,440 New
MF
3142
Meridian Financial
Massachusetts
$223K +$232K +1,437 New
AW
3143
Apricus Wealth
South Carolina
$222K +$231K +1,433 New
KWP
3144
Keystone Wealth Partners
Arizona
$220K -$757K -4,686 -77%
FC
3145
Financial Consulate
Maryland
$220K +$9.21K +57 +4%
SCFS
3146
S.C. Financial Services
Arizona
$220K +$228K +1,413 New
PCWA
3147
Pacific Capital Wealth Advisors
California
$220K +$229K +1,418 New
WA
3148
WESPAC Advisors
California
$220K +$229K +1,419 New
PFG
3149
Pinnacle Financial Group
Illinois
$220K +$229K +1,421 New
PAM
3150
PVG Asset Management
Colorado
$220K +$229K +1,419 New
124 125
126
127 128