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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2826
Calton & Associates
Florida
$361K +$359K +659 New
TBC
2827
Ted Buchan & Co
California
$361K – – –
CSB
2828
City State Bank
Iowa
$360K – – –
ACA
2829
Ascension Capital Advisors
Texas
$359K – – –
HA
2830
Hofer & Associates
California
$359K +$25.6K +47 +8%
W
2831
Wealthquest
Ohio
$358K -$544 -1 -0.2%
WWMSC
2832
Wagner Wealth Management (South Carolina)
South Carolina
$358K -$94.7K -174 -21%
RPGK
2833
Retirement Planning Group (Kansas)
Kansas
$357K -$13.6K -25 -4%
WB
2834
West Bancorporation
Iowa
$357K -$544 -1 -0.2%
MWP
2835
Meridian Wealth Partners
Pennsylvania
$356K -$69.7K -128 -16%
LGW
2836
Leslie Global Wealth
Illinois
$356K +$4.36K +8 +1%
JFGLC
2837
Johnson Financial Group LLC (Colorado)
Colorado
$356K +$353K +649 New
HPBT
2838
Hickory Point Bank & Trust
Illinois
$355K +$20.7K +38 +6%
GA
2839
GSG Advisors
New Jersey
$354K -$33.8K -62 -8%
CA
2840
CSM Advisors
Pennsylvania
$353K -$2.72K -5 -0.8%
AFA
2841
Allium Financial Advisors
Oregon
$353K +$351K +644 New
WCP
2842
Wealthcare Capital Partners
Pennsylvania
$352K – – –
ST
2843
Sentinel Trust
Texas
$352K -$58.8K -108 -14%
IVP
2844
Intrinsic Value Partners
Arizona
$351K -$18.5K -34 -5%
CFD
2845
Creative Financial Designs
Indiana
$351K +$55.5K +102 +19%
MW
2846
Members Wealth
Pennsylvania
$350K +$6.53K +12 +2%
PAG
2847
Powers Advisory Group
Illinois
$350K +$59.3K +109 +21%
LWP
2848
LeClair Wealth Partners
Ohio
$349K -$3.27K -6 -0.9%
GJIA
2849
Glass Jacobson Investment Advisors
Maryland
$349K – – –
FFG
2850
Frisch Financial Group
New York
$349K +$26.1K +48 +8%
112 113
114
115 116