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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1951
Taylor Financial Group
Virginia
$906K – – –
NC
1952
North Capital
Utah
$905K – – –
KAM
1953
Knightsbridge Asset Management
California
$903K -$252K -2,496 -28%
AWA
1954
Acorn Wealth Advisors
Michigan
$903K +$8.6K +85 +1%
B
1955
Birchbrook
Maine
$902K – – –
PFGIA
1956
Patriot Financial Group Insurance Agency
Massachusetts
$901K -$627K -6,201 -48%
VH
1957
Visionary Horizons
Tennessee
$901K -$9.3K -92 -1%
SFGP
1958
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$901K +$49.1K +486 +8%
FMI
1959
F/M Investments
District of Columbia
$900K +$652K +6,449 New
RS
1960
R Squared
Hong Kong
$899K +$651K +6,439 New
SP
1961
Successful Portfolios
Florida
$899K -$101 -1 -0%
TW
1962
TritonPoint Wealth
Maryland
$898K +$28.8K +285 +5%
KAS
1963
KPP Advisory Services
Kentucky
$898K +$15.9K +157 +3%
WTFG
1964
Wood Tarver Financial Group
Idaho
$897K +$136K +1,346 +26%
OPCM
1965
Osborne Partners Capital Management
California
$897K +$143K +1,410 +28%
FDP
1966
Financiere des Professionnels
Quebec, Canada
$896K +$649K +6,420 New
BHWM
1967
Bellars Harris Wealth Management
Virginia
$896K +$649K +6,415 New
CWM
1968
Cranbrook Wealth Management
Michigan
$895K -$36.6K -362 -5%
SW
1969
SMART Wealth
Nebraska
$895K -$50.6K -500 -7%
RT
1970
Rockland Trust
Massachusetts
$894K -$29.3K -290 -4%
FFS
1971
Founders Financial Securities
Maryland
$893K +$12.5K +124 +2%
TWM
1972
Thrive Wealth Management
Pennsylvania
$892K -$29.6K -293 -4%
PWA
1973
Peterson Wealth Advisors
Utah
$889K +$13.6K +134 +2%
ODFS
1974
O'Donnell Financial Services
California
$889K – – –
RCM
1975
RB Capital Management
Nevada
$887K – – –
77 78
79
80 81