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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
4726
Demars Financial Group
Washington
$265K +$10.9K +17 +4%
MFFIA
4727
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$264K – – –
RFP
4728
Roth Financial Partners
Texas
$264K – – –
HWM
4729
HRC Wealth Management
Idaho
$263K +$5.13K +8 +2%
FWA
4730
FOCUS Wealth Advisors
Texas
$263K +$641 +1 +0.2%
TIA
4731
Tiemann Investment Advisors
California
$263K +$2.56K +4 +0.9%
KNFPWM
4732
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$262K +$5.77K +9 +2%
VCM
4733
Verde Capital Management
Michigan
$262K -$27.6K -43 -9%
SFSG
4734
Sound Financial Strategies Group
Mississippi
$261K +$293K +457 New
RBC
4735
Roble Belko & Company
Pennsylvania
$261K +$128K +200 +78%
BA
4736
Bard Associates
Illinois
$261K +$1.92K +3 +0.7%
SF
4737
Seros Financial
Arizona
$260K -$38.5K -60 -12%
SPI
4738
Santori & Peters Inc
Pennsylvania
$260K -$30.8K -48 -10%
JGCM
4739
Joseph Group Capital Management
Ohio
$260K +$144K +225 +98%
OL
4740
Owen LaRue
Kentucky
$260K +$22.4K +35 +8%
IPA
4741
Investment Planning Advisors
Georgia
$260K +$292K +455 New
JSC
4742
Jackson Square Capital
California
$260K -$3.01M -4,698 -91%
1CP
4743
1015 Capital Partners
Pennsylvania
$260K -$17.3K -27 -6%
CB
4744
Chris Bulman
California
$259K -$3.2K -5 -1%
AC
4745
Applied Capital
Arkansas
$259K -$27.6K -43 -9%
PG
4746
Patten Group
Tennessee
$259K +$290K +453 New
DFG
4747
DiPaolo Financial Group
Florida
$259K +$87.2K +136 +43%
GFWA
4748
Grey Fox Wealth Advisors
Delaware
$259K +$89.1K +139 +44%
KWA
4749
Kellett Wealth Advisors
Ohio
$259K – – –
6SA
4750
6th Street Advisors
Alabama
$258K +$289K +451 New
188 189
190
191 192