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Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Financial Group
5201
Dynamic Financial Group
Iowa
$797K +$4.02K +16 +0.5%
Steelhead Wealth Management
5202
Steelhead Wealth Management
Virginia
$796K +$198K +789 +31%
Penney Financial
5203
Penney Financial
Texas
$795K – – –
OmniStar Financial Group
5204
OmniStar Financial Group
North Carolina
$795K +$96.9K +386 +13%
Phillips Wealth Planners
5205
Phillips Wealth Planners
Mississippi
$794K +$29.6K +118 +4%
Kieckhefer Group
5206
Kieckhefer Group
Wisconsin
$794K +$20.6K +82 +3%
MFFIA
5207
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$792K +$297K +1,185 +55%
LFP
5208
Lakeshore Financial Planning
Michigan
$792K -$17.6K -70 -2%
TPWM
5209
Twelve Points Wealth Management
Massachusetts
$791K -$50.7K -202 -6%
Glass Jacobson Investment Advisors
5210
Glass Jacobson Investment Advisors
Maryland
$791K +$5.02K +20 +0.6%
J.E. Simmons & Co
5211
J.E. Simmons & Co
Texas
$788K -$20.8K -83 -2%
Tuttle Capital Management
5212
Tuttle Capital Management
Connecticut
$788K – – –
Midwestern Financial
5213
Midwestern Financial
Iowa
$788K – – –
Summit Investment Advisory Services
5214
Summit Investment Advisory Services
Minnesota
$787K +$829K +3,304 New
Wedgewood Investors
5215
Wedgewood Investors
Pennsylvania
$787K +$7.53K +30 +0.9%
Covestor
5216
Covestor
United Kingdom
$787K -$51K -203 -6%
OFI Invest Asset Management
5217
OFI Invest Asset Management
France
$786K +$947K +3,771 New
Jim Saulnier & Associates
5218
Jim Saulnier & Associates
Colorado
$779K -$140K -557 -15%
truNorth Financial Services
5219
truNorth Financial Services
Pennsylvania
$779K +$105K +419 +15%
REAP Financial Group
5220
REAP Financial Group
Texas
$779K +$41.2K +164 +5%
AWA
5221
Aquire Wealth Advisors
Utah
$779K -$8.03K -32 -1%
Financial Concepts Unlimited
5222
Financial Concepts Unlimited
Maine
$778K -$143K -568 -15%
Chris Bulman
5223
Chris Bulman
California
$777K +$132K +524 +19%
Denver Wealth Management
5224
Denver Wealth Management
Colorado
$775K +$28.4K +113 +4%
Sugar Maple Asset Management
5225
Sugar Maple Asset Management
Wisconsin
$774K +$4.27K +17 +0.5%