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Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
4801
Koesten Hirschmann & Crabtree
Kansas
$142K -$14.9K -20 -9%
CIR
4802
Clear Investment Research
Georgia
$142K +$7.44K +10 +5%
FWM
4803
FSA Wealth Management
Massachusetts
$137K – – –
HFS
4804
Hopwood Financial Services
Virginia
$137K +$44.7K +60 +47%
WFA
4805
West Financial Advisors
Iowa
$136K +$74.4K +100 +118%
HFS
4806
Horizon Financial Services
North Carolina
$136K +$130K +175 +1,750%
RWA
4807
Redmont Wealth Advisors
Illinois
$135K +$23.8K +32 +21%
HWM
4808
HighMark Wealth Management
Minnesota
$134K +$2.98K +4 +2%
AP
4809
Aspect Partners
Virginia
$134K +$2.23K +3 +2%
CTWM
4810
Cherry Tree Wealth Management
Minnesota
$130K – – –
PP
4811
Pacifica Partners
Canada
$128K – – –
MS
4812
Mizuho Securities
Japan
$123K -$232K -312 -65%
XC
4813
XY Capital
Hong Kong
$123K +$125K +168 New
AWM
4814
Accredited Wealth Management
Kentucky
$123K -$78.2K -105 -51%
BMC
4815
Bear Mountain Capital
Washington
$120K +$2.23K +3 +2%
VWWMG
4816
Vermillion & White Wealth Management Group
Pennsylvania
$118K +$14.9K +20 +14%
BCM
4817
Birch Capital Management
Texas
$118K – – –
EWM
4818
Evolution Wealth Management
Florida
$116K +$25.3K +34 +27%
MBFW
4819
Morton Brown Family Wealth
Pennsylvania
$116K -$32K -43 -21%
LWMI
4820
Legacy Wealth Management (Idaho)
Idaho
$113K -$2.98K -4 -3%
KFP
4821
Keener Financial Planning
Texas
$110K – – –
SC
4822
Steph & Co
Wisconsin
$109K +$53.6K +72 +94%
CFS
4823
CGC Financial Services
Oregon
$109K – – –
PFA
4824
Pathway Financial Advisers
Indiana
$108K +$115K +154 New
AIM
4825
Access Investment Management
Georgia
$106K – – –
191 192
193
194 195