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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
5351
Intrinsic Value Partners
Arizona
$501K – – –
RA
5352
Resolute Advisors
California
$497K -$286K -1,268 -39%
WBWA
5353
William B. Walkup & Associates
South Carolina
$497K – – –
FWM
5354
FLP Wealth Management
Arkansas
$497K +$28.5K +126 +7%
HWM
5355
Hassell Wealth Management
Louisiana
$494K +$47.2K +209 +12%
PFA
5356
Providence Financial Advisors
Kansas
$493K +$437K +1,935 New
PAM
5357
PVG Asset Management
Colorado
$492K – – –
HAS
5358
Horizon Advisory Services
New York
$492K -$20.6K -91 -4%
FCI
5359
Financial Counselors Inc
Kansas
$486K +$16.7K +74 +4%
GKFF
5360
George Kaiser Family Foundation
Oklahoma
$486K – – –
PGCM
5361
Prescott Group Capital Management
Oklahoma
$486K – – –
SSIM
5362
Sheets Smith Investment Management
Texas
$485K +$430K +1,903 New
IA
5363
IFS Advisors
Kansas
$482K +$4.07K +18 +1%
VWM
5364
VanWeelden Wealth Management
Ohio
$482K +$428K +1,894 New
TCPW
5365
Twin City Private Wealth
North Carolina
$480K -$226 -1 -0.1%
SHF
5366
Stage Harbor Financial
Massachusetts
$480K +$87K +385 +26%
KSWA
5367
Kathleen S. Wright Associates
Pennsylvania
$476K – – –
DJFS
5368
Dean Jacobson Financial Services
Texas
$476K -$11.3K -50 -3%
FAG
5369
Financial Architects (Georgia)
Georgia
$475K -$72.1K -319 -15%
CC
5370
Cultivar Capital
Texas
$473K +$49.5K +219 +13%
LAM
5371
Lountzis Asset Management
Pennsylvania
$471K +$10.8K +48 +3%
AWA
5372
American Wealth Advisors
Georgia
$468K +$415K +1,837 New
SWM
5373
SigFig Wealth Management
California
$468K – – –
IIM
5374
Ironwood Investment Management
Massachusetts
$468K – – –
BCM
5375
Brown Capital Management
Maryland
$465K -$2.19M -9,692 -84%
213 214
215
216 217