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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
5151
OmniStar Financial Group
North Carolina
$795K +$96.9K +386 +13%
PWP
5152
Phillips Wealth Planners
Mississippi
$794K +$29.6K +118 +4%
KG
5153
Kieckhefer Group
Wisconsin
$794K +$20.6K +82 +3%
MFFIA
5154
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$792K +$297K +1,185 +55%
LFP
5155
Lakeshore Financial Planning
Michigan
$792K -$17.6K -70 -2%
TPWM
5156
Twelve Points Wealth Management
Massachusetts
$791K -$50.7K -202 -6%
GJIA
5157
Glass Jacobson Investment Advisors
Maryland
$791K +$5.02K +20 +0.6%
JESC
5158
J.E. Simmons & Co
Texas
$788K -$20.8K -83 -2%
TCM
5159
Tuttle Capital Management
Connecticut
$788K – – –
MF
5160
Midwestern Financial
Iowa
$788K – – –
SIAS
5161
Summit Investment Advisory Services
Minnesota
$787K +$829K +3,304 New
WI
5162
Wedgewood Investors
Pennsylvania
$787K +$7.53K +30 +0.9%
C
5163
Covestor
United Kingdom
$787K -$51K -203 -6%
OIAM
5164
OFI Invest Asset Management
France
$786K +$947K +3,771 New
JSA
5165
Jim Saulnier & Associates
Colorado
$779K -$140K -557 -15%
TFS
5166
truNorth Financial Services
Pennsylvania
$779K +$105K +419 +15%
RFG
5167
REAP Financial Group
Texas
$779K +$41.2K +164 +5%
AWA
5168
Aquire Wealth Advisors
Utah
$779K -$8.03K -32 -1%
FCU
5169
Financial Concepts Unlimited
Maine
$778K -$143K -568 -15%
CB
5170
Chris Bulman
California
$777K +$132K +524 +19%
DWM
5171
Denver Wealth Management
Colorado
$775K +$28.4K +113 +4%
SMAM
5172
Sugar Maple Asset Management
Wisconsin
$774K +$4.27K +17 +0.5%
TTA
5173
Thor Trading Advisors
Pennsylvania
$774K +$816K +3,249 New
SI
5174
Severin Investments
Missouri
$772K +$1K +4 +0.1%
HRC
5175
Hoertkorn Richard Charles
$772K +$20.1K +80 +3%
205 206
207
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