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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
5776
Orcam Financial Group
California
$490K -$72.6K -279 -13%
WF
5777
Willow Financial
Arkansas
$489K +$3.38K +13 +0.7%
GW
5778
Graetz Wealth
Michigan
$488K +$21.6K +83 +5%
PWM
5779
Pacific Wealth Management
California
$488K -$79.1K -304 -14%
APFP
5780
Action Point Financial Planning
Michigan
$487K +$499K +1,918 New
IW
5781
Integrated Wealthcare
North Carolina
$484K -$5.46K -21 -1%
GKFF
5782
George Kaiser Family Foundation
Oklahoma
$484K – – –
PGCM
5783
Prescott Group Capital Management
Oklahoma
$484K – – –
EFP
5784
Envision Financial Planning
Tennessee
$484K +$8.59K +33 +2%
IVP
5785
Intrinsic Value Partners
Arizona
$483K – – –
WAM
5786
Wilsey Asset Management
California
$481K – – –
CCM
5787
Coerente Capital Management
Ontario, Canada
$481K -$23.4K -90 -5%
OWA
5788
OakTrust Wealth Advisors
Connecticut
$478K -$12.8K -49 -3%
BCM
5789
Brooktree Capital Management
Michigan
$478K -$76.3K -293 -13%
TPBG
5790
Turning Point Benefit Group
Maryland
$477K +$41.6K +160 +9%
TCPW
5791
Twin City Private Wealth
North Carolina
$477K -$1.04K -4 -0.2%
DFS
5792
Demming Financial Services
Ohio
$475K -$48.1K -185 -9%
DJFS
5793
Dean Jacobson Financial Services
Texas
$475K -$286K -1,100 -37%
SFG
5794
Strategic Financial Group
Michigan
$475K +$487K +1,871 New
LAS
5795
Legacy Advisory Services
Pennsylvania
$473K +$485K +1,864 New
JSA
5796
Jacobson & Schmitt Advisors
Wisconsin
$469K – – –
AWA
5797
American Wealth Advisors
Georgia
$467K +$521 +2 +0.1%
SWM
5798
SigFig Wealth Management
California
$467K +$2.08K +8 +0.4%
IIM
5799
Ironwood Investment Management
Massachusetts
$466K – – –
LWM
5800
Luminvest Wealth Management
Arizona
$462K +$18.7K +72 +4%
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232
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