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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
5351
Theory Financial
Colorado
$420K -$1.62K -8 -0.4%
LFG
5352
Leverty Financial Group
Wisconsin
$418K -$21.2K -105 -5%
AIS
5353
American Investment Services
Massachusetts
$416K -$10.6M -52,380 -96%
AP
5354
Aspect Partners
Virginia
$415K +$2.83K +14 +0.7%
HAS
5355
Horizon Advisory Services
New York
$415K – – –
LBWM
5356
Left Brain Wealth Management
Illinois
$412K -$166K -820 -29%
SFO
5357
Standard Family Office
South Dakota
$410K – – –
SF
5358
Strategent Financial
Virginia
$409K – – –
MFG
5359
Marmo Financial Group
Tennessee
$406K +$11.7K +58 +3%
IVP
5360
Intrinsic Value Partners
Arizona
$403K -$7.47K -37 -2%
CRFG
5361
Columbia River Financial Group
Washington
$403K +$5.05K +25 +1%
SMAM
5362
Sugar Maple Asset Management
Wisconsin
$401K -$4.64K -23 -1%
OE
5363
October Effect
Virginia
$401K +$395K +1,955 New
WBWA
5364
William B. Walkup & Associates
South Carolina
$401K – – –
PAM
5365
PVG Asset Management
Colorado
$397K -$116K -573 -23%
KV
5366
Kickstand Ventures
New York
$397K -$151K -747 -28%
DWA
5367
Delap Wealth Advisory
Oregon
$396K -$3.17M -15,721 -89%
DJFS
5368
Dean Jacobson Financial Services
Texas
$394K +$10.1K +50 +3%
GKFF
5369
George Kaiser Family Foundation
Oklahoma
$391K +$138K +681 +56%
PGCM
5370
Prescott Group Capital Management
Oklahoma
$391K +$138K +681 +56%
TFP
5371
Triune Financial Partners
Kansas
$390K -$9.49K -47 -2%
WCM
5372
Westend Capital Management
California
$390K -$13.7M -67,637 -97%
RFMS
5373
RWQ Financial Management Services
Florida
$390K +$384K +1,901 New
SP
5374
SIH Partners
Delaware
$389K +$383K +1,898 New
FLA
5375
Financial Life Advisors
Texas
$389K -$19.6K -97 -5%
213 214
215
216 217