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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3226
Westshore Wealth
California
$405K -$35.8K -99 -8%
KOC
3227
Koss-Olinger Consulting
Florida
$405K -$43.1K -119 -10%
PCP
3228
Perbak Capital Partners
United Kingdom
$405K +$400K +1,104 New
FCG
3229
Fielder Capital Group
Tennessee
$405K +$10.5K +29 +3%
FWM
3230
Focused Wealth Management
New York
$404K +$2.17K +6 +0.5%
GWWM
3231
Great Waters Wealth Management
Minnesota
$404K +$1.09K +3 +0.3%
IWS
3232
Integrity Wealth Solutions
Colorado
$404K +$1.45K +4 +0.4%
GCM
3233
GKV Capital Management
California
$403K – – –
GWM
3234
Glass Wealth Management
Texas
$403K -$9.77K -27 -2%
DBIA
3235
Dumont & Blake Investment Advisors
New Jersey
$403K -$9.41K -26 -2%
BBW
3236
Blue Barn Wealth
Utah
$402K +$141K +390 +55%
LI
3237
LVZ Inc
Michigan
$401K +$40.5K +112 +11%
QFPS
3238
Quantum Financial Planning Services
Washington
$401K +$362 +1 +0.1%
PAM
3239
Peak Asset Management
Colorado
$401K +$12.7K +35 +3%
QC
3240
Quadrature Capital
United Kingdom
$401K -$4.22M -11,672 -91%
GFM
3241
GF Fund Management
China
$400K -$102K -282 -21%
HPIA
3242
Hamilton Point Investment Advisors
North Carolina
$400K -$2.17K -6 -0.5%
BRWM
3243
Blue Rock Wealth Management
North Carolina
$400K +$362 +1 +0.1%
VFA
3244
Values First Advisors
Tennessee
$400K -$2.53K -7 -0.6%
BAM
3245
Broyhill Asset Management
North Carolina
$399K – – –
CW
3246
Channel Wealth
California
$399K +$1.45K +4 +0.4%
VBFG
3247
Vishria Bird Financial Group
Tennessee
$398K – – –
MSA
3248
Marino Stram & Associates
Massachusetts
$397K +$362 +1 +0.1%
FFWA
3249
FRG Family Wealth Advisors
Washington
$397K – – –
GKFF
3250
George Kaiser Family Foundation
Oklahoma
$397K +$132K +365 +51%
128 129
130
131 132