RFG - Bristol Wealth Advisors, LLC quarter change: Foreign Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, RFG - Bristol Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2055104): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Fusion Capital, LLC | United States | $0.371B | 104 |
| COWA, LLC | United States | $0.371B | 158 |
| Paragon Advisors, LLC | United States | $0.371B | 76 |
| Manatuck Hill Partners, LLC | United States | $0.370B | 116 |
| Oxbow Capital Management (HK) Ltd | Hong Kong | $0.371B | 6 |
| Atwater Malick LLC | United States | $0.370B | 100 |
| Prevatt Capital Ltd | Bahamas | $0.371B | 11 |
| Peregrine Asset Advisers, Inc. | United States | $0.371B | 189 |
| SAYBROOK CAPITAL /NC | United States | $0.371B | 42 |
| Cutler Capital Management, LLC | United States | $0.370B | 116 |