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Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1601
George Kaiser Family Foundation
Oklahoma
$285K +$275K +611 New
PGCM
1602
Prescott Group Capital Management
Oklahoma
$285K +$275K +611 New
SLC
1603
Second Line Capital
Louisiana
$284K +$11.7K +26 +4%
ETS
1604
ESL Trust Services
New York
$284K – – –
SFWA
1605
Summit Financial Wealth Advisors
Louisiana
$283K – – –
WPP
1606
Whalerock Point Partners
Rhode Island
$283K – – –
SWIM
1607
Smallwood Wealth Investment Management
New Jersey
$282K -$9.9K -22 -4%
PFA
1608
Pure Financial Advisors
California
$281K +$271K +603 New
SFS
1609
Stiles Financial Services
Minnesota
$280K -$12.6K -28 -4%
CWA
1610
Canvas Wealth Advisors
Kansas
$280K +$7.65K +17 +3%
AWAP
1611
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$279K – – –
BA
1612
Ballast Advisors
Minnesota
$279K – – –
FCCM
1613
First City Capital Management
Georgia
$279K – – –
IA
1614
IAM Advisory
Pennsylvania
$279K – – –
SCA
1615
Sulzberger Capital Advisors
Florida
$279K – – –
TWA
1616
Talisman Wealth Advisors
New Jersey
$279K – – –
EFA
1617
Evernest Financial Advisors
Indiana
$277K +$267K +594 New
NCTC
1618
New Covenant Trust Company
Indiana
$276K -$27.5K -61 -9%
AL
1619
Aspiriant LLC
California
$276K -$22.1K -49 -8%
OWP
1620
Obermeyer Wealth Partners
Colorado
$273K -$81.5K -181 -24%
ABWM
1621
Alpine Bank Wealth Management
Colorado
$273K +$264K +586 New
EC
1622
EdgeRock Capital
Colorado
$271K +$35.6K +79 +16%
GDP
1623
Great Diamond Partners
Maine
$271K -$17.1K -38 -6%
HFS
1624
Hoge Financial Services
Pennsylvania
$268K +$9.9K +22 +4%
PK
1625
Pflug Koory
Nebraska
$268K – – –
63 64
65
66 67