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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
5776
SIMA Wealth Partners
Virginia
$536K – – –
WBWA
5777
William B. Walkup & Associates
South Carolina
$536K +$4.56K +17 +0.9%
HWM
5778
HBE Wealth Management
Nebraska
$533K +$526K +1,960 New
FG
5779
Fairman Group
Pennsylvania
$533K -$227K -847 -30%
TIM
5780
Thor Investment Management
Ohio
$533K +$73.3K +273 +16%
HWM
5781
Hassell Wealth Management
Louisiana
$533K +$38.9K +145 +7%
CRFG
5782
Columbia River Financial Group
Washington
$531K – – –
JPT
5783
Jordan Park Trust
New Hampshire
$529K -$87K -324 -14%
HPWM
5784
High Point Wealth Management
New Jersey
$528K +$521K +1,942 New
OWA
5785
OakTrust Wealth Advisors
Connecticut
$525K +$519K +1,933 New
LW
5786
Lauer Wealth
Indiana
$525K – – –
CJ
5787
Caitlin John
Michigan
$524K -$1.45M -5,408 -74%
IW
5788
Integrated Wealthcare
North Carolina
$524K +$518K +1,929 New
CF
5789
Crosspoint Financial
California
$524K +$272K +1,014 +111%
FLA
5790
Financial Life Advisors
Texas
$523K +$28.7K +107 +6%
WF
5791
Willow Financial
Arkansas
$520K +$514K +1,913 New
GKFF
5792
George Kaiser Family Foundation
Oklahoma
$519K – – –
PGCM
5793
Prescott Group Capital Management
Oklahoma
$519K – – –
IVP
5794
Intrinsic Value Partners
Arizona
$517K -$16.9K -63 -3%
FCI
5795
Financial Counselors Inc
Kansas
$516K -$2.95K -11 -0.6%
WAM
5796
Wilsey Asset Management
California
$515K +$215K +800 +73%
OCA
5797
Optimus Capital Advisors
Texas
$514K +$507K +1,889 New
TCPW
5798
Twin City Private Wealth
North Carolina
$512K -$268 -1 -0.1%
CC
5799
Cultivar Capital
Texas
$511K +$6.17K +23 +1%
EFP
5800
Envision Financial Planning
Tennessee
$510K +$28.5K +106 +6%
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