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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
3576
Long Island Wealth Management
New York
$265K – – –
IAG
3577
Investment Advisory Group
Massachusetts
$265K +$11.3K +29 +4%
EIA
3578
Eldridge Investment Advisors
New Hampshire
$264K -$107K -275 -28%
CPC
3579
Cookson Peirce & Co
Pennsylvania
$264K +$63.5K +163 +29%
PRTG
3580
Post Resch Tallon Group
New York
$264K – – –
WTFG
3581
Wood Tarver Financial Group
Idaho
$264K -$3.51K -9 -1%
EFP
3582
Elser Financial Planning
Indiana
$263K +$31.6K +81 +13%
GKFF
3583
George Kaiser Family Foundation
Oklahoma
$263K +$280K +718 New
PGCM
3584
Prescott Group Capital Management
Oklahoma
$263K +$280K +718 New
IF
3585
IRON Financial
Illinois
$263K -$208K -533 -43%
AWMM
3586
Aegis Wealth Management (Maryland)
Maryland
$262K -$390 -1 -0.1%
CISOA
3587
Capital Investment Services of America
Wisconsin
$262K – – –
W
3588
WorthPointe
California
$261K -$9.35K -24 -3%
TFO
3589
Tarbox Family Office
California
$260K -$4.29K -11 -2%
FWM
3590
FMB Wealth Management
California
$260K +$1.17K +3 +0.4%
HI
3591
Hoey Investments
Pennsylvania
$259K +$38.6K +99 +16%
BA
3592
Ballew Advisors
Mississippi
$259K +$39.8K +102 +16%
LI
3593
Lafayette Investments
Maryland
$259K +$390 +1 +0.1%
BBW
3594
Blue Barn Wealth
Utah
$259K -$4.68K -12 -2%
TLCM
3595
Twin Lakes Capital Management
California
$258K – – –
CA
3596
Cortland Associates
Missouri
$258K +$390 +1 +0.1%
VFPW
3597
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$7.01K +18 +3%
NBWM
3598
North Berkeley Wealth Management
California
$258K -$17.5K -45 -6%
DP
3599
Denver PWM
Colorado
$257K +$273K +701 +70,100%
GF
3600
GGM Financials
Ohio
$257K -$1.17K -3 -0.4%
142 143
144
145 146