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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
3001
Demars Financial Group
Washington
$275K -$23.3K -144 -8%
DCBT
3002
Dakota Community Bank & Trust
North Dakota
$274K -$3.39K -21 -1%
AL
3003
ACAS LLC
California
$274K -$1.29K -8 -0.5%
CFA
3004
Cahill Financial Advisors
Minnesota
$273K -$6.3K -39 -2%
SWP
3005
Semus Wealth Partners
Florida
$273K +$23.1K +143 +10%
SFP
3006
Sterling Financial Planning
New Jersey
$272K – – –
LA
3007
Lane & Associates
New Jersey
$271K +$4.2K +26 +2%
RWG
3008
Regal Wealth Group
California
$271K +$162 +1 +0.1%
MF
3009
Manchester Financial
California
$270K +$162 +1 +0.1%
FCA
3010
Fortis Capital Advisors
Kansas
$270K -$19.9K -123 -7%
FEG
3011
Financial Enhancement Group
Indiana
$270K – – –
PM
3012
Penbrook Management
New York
$270K -$16.2K -100 -6%
CWA
3013
Consilium Wealth Advisory
Texas
$269K -$768K -4,754 -75%
SSW
3014
Stone Summit Wealth
Florida
$269K – – –
SFG
3015
SNS Financial Group
Minnesota
$269K +$4.68K +29 +2%
RC
3016
Rovin Capital
Arizona
$269K +$28.9K +179 +13%
RBCM
3017
Raub Brock Capital Management
California
$269K +$969 +6 +0.4%
PWP
3018
Perfromance Wealth Partners
Illinois
$268K – – –
AF
3019
Aldebaran Financial
$268K – – –
AMM
3020
American Money Management
California
$268K +$20.5K +127 +9%
SAM
3021
Sequent Asset Management
Texas
$268K – – –
LFG
3022
Leverty Financial Group
Wisconsin
$267K – – –
IAP
3023
Indie Asset Partners
Indiana
$267K +$12K +74 +5%
IF
3024
Integrity Financial
Wyoming
$267K +$41.2K +255 +19%
IEFM
3025
IQ EQ Fund Management
Ireland
$266K – – –