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Name Holding Trade Value Shares
Change 		Change in
Stake
OCFG
3451
O'Connor Financial Group
Illinois
$416K +$13.7K +31 +3%
OWM
3452
Omnitrust Wealth Management
Florida
$416K +$410K +924 New
BWM
3453
Birchcreek Wealth Management
Ohio
$415K -$56.3K -127 -12%
LBC
3454
Lane Brothers & Co
Arizona
$415K +$409K +922 New
WIP
3455
WealthCare Investment Partners
Rhode Island
$414K – – –
KIC
3456
Kensington Investment Counsel
California
$414K +$198K +447 +95%
WFPG
3457
Waller Financial Planning Group
Ohio
$413K +$5.32K +12 +1%
CAM
3458
Costello Asset Management
Pennsylvania
$412K +$9.75K +22 +2%
LA
3459
Lynch & Associates
Indiana
$411K +$19.9K +45 +5%
1SB
3460
1ST Source Bank
Indiana
$411K -$106K -240 -21%
CSIA
3461
Conrad Siegel Investment Advisors
Pennsylvania
$411K -$21.3K -48 -5%
PIWA
3462
Prevail Innovative Wealth Advisors
Kansas
$411K +$1.77K +4 +0.4%
FWM
3463
FSR Wealth Management
Illinois
$411K +$155K +349 +62%
SFG
3464
Southern Financial Group
Alabama
$410K +$404K +912 New
DA
3465
Drake & Associates
Wisconsin
$410K +$3.55K +8 +0.9%
SRWM
3466
Shira Ridge Wealth Management
California
$409K -$7.54K -17 -2%
BAM
3467
Banta Asset Management
California
$409K +$403K +909 New
SP
3468
Sherman Porfolios
Idaho
$407K +$402K +906 New
RK
3469
Rather & Kittrell
Tennessee
$407K +$99.7K +225 +33%
GHI
3470
Gross & Hartman Investments
Pennsylvania
$407K +$401K +904 New
DIP
3471
Davis Investment Partners
North Carolina
$406K +$19.9K +45 +5%
MWM
3472
Mattern Wealth Management
Kansas
$406K – – –
CFMC
3473
Curbstone Financial Management Corp
New Hampshire
$406K -$22.2K -50 -5%
HWM
3474
Heirloom Wealth Management
Colorado
$405K +$4.43K +10 +1%
FWS
3475
FinDec Wealth Services
California
$405K +$44.8K +101 +13%
137 138
139
140 141