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Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
3451
Koesten Hirschmann & Crabtree
Kansas
$349K – – –
WPA
3452
Wealth Preservation Advisors
Tennessee
$349K +$98.5K +239 +34%
FNBOMD
3453
First National Bank of Mount Dora
Florida
$349K -$3.3K -8 -0.8%
DF
3454
Dedeker Financial
Minnesota
$348K -$412 -1 -0.1%
IF
3455
Ironwood Financial
Arizona
$348K – – –
WPA
3456
West Paces Advisors
Georgia
$348K +$3.71K +9 +1%
BPFA
3457
Barnes Pettey Financial Advisors
Mississippi
$348K -$13.6K -33 -3%
OCFG
3458
O'Connor Financial Group
Illinois
$347K +$2.47K +6 +0.6%
XPN
3459
XY Planning Network
Montana
$347K -$55.6K -135 -13%
WWMP
3460
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$346K -$66.3K -161 -15%
RGC
3461
Roberts, Glore & Co
Illinois
$345K -$10.3K -25 -3%
NCG
3462
Newport Capital Group
New Jersey
$345K +$52.3K +127 +16%
CSIA
3463
Conrad Siegel Investment Advisors
Pennsylvania
$344K +$5.36K +13 +1%
WFPG
3464
Waller Financial Planning Group
Ohio
$343K +$2.06K +5 +0.5%
SRWM
3465
Shira Ridge Wealth Management
California
$343K +$5.77K +14 +2%
POIA
3466
Pin Oak Investment Advisors
Texas
$343K +$7K +17 +2%
BWM
3467
Birchcreek Wealth Management
Ohio
$343K – – –
DWM
3468
Defined Wealth Management
Oregon
$343K +$35.8K +87 +10%
BTIM
3469
BancFirst Trust & Investment Management
Oklahoma
$342K – – –
BWCS
3470
Beirne Wealth Consulting Services
Connecticut
$342K -$4.94K -12 -1%
GIA
3471
GHP Investment Advisors
Colorado
$341K +$28K +68 +8%
TSW
3472
Three Seasons Wealth
Utah
$341K -$272M -661,031 -100%
CAM
3473
Costello Asset Management
Pennsylvania
$341K – – –
SCM
3474
Stonehearth Capital Management
Massachusetts
$340K -$23.1K -56 -6%
SFG
3475
Southern Financial Group
Alabama
$340K +$824 +2 +0.2%
137 138
139
140 141