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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2701
Precision Wealth Strategies
Missouri
$461K +$453K +820 New
MM
2702
MQS Management
New York
$460K -$140K -254 -24%
AT
2703
Arlington Trust
Alabama
$460K -$13.8K -25 -3%
WA
2704
Wealthstream Advisors
New York
$459K +$102K +185 +29%
CB
2705
CNB Bank
Pennsylvania
$456K -$133K -240 -23%
FFC
2706
First Financial Corp
Indiana
$456K – – –
MCCP
2707
Mission Creek Capital Partners
California
$455K -$321K -580 -42%
IA
2708
Insight Advisors
Pennsylvania
$455K – – –
AI
2709
AdvisorShares Investments
Maryland
$455K -$89.6K -162 -17%
FB
2710
First Bancorp
Maine
$455K +$42.6K +77 +11%
FFA
2711
Fi3 Financial Advisors
Indiana
$454K +$13.8K +25 +3%
CWG
2712
Crown Wealth Group
North Carolina
$452K -$13.8K -25 -3%
LGG
2713
Luts & Greenleigh Group
Maryland
$452K -$3.32K -6 -0.7%
FWI
2714
Facet Wealth Inc
Maryland
$452K +$163K +295 +59%
MCM
2715
M1 Capital Management
Michigan
$451K +$14.9K +27 +3%
TPM
2716
Triasima Portfolio Management
Quebec, Canada
$451K -$553 -1 -0.1%
OFS
2717
Oldfather Financial Services
Nebraska
$451K -$11.1K -20 -2%
MCM
2718
Morton Capital Management
California
$451K -$9.95K -18 -2%
OWM
2719
Orgel Wealth Management
Wisconsin
$450K – – –
NRWA
2720
North Ridge Wealth Advisors
Oregon
$450K – – –
OMIC
2721
Old Mission Investment Co
Michigan
$450K – – –
GFPC
2722
Global Financial Private Client
Florida
$448K +$6.08K +11 +1%
GKFF
2723
George Kaiser Family Foundation
Oklahoma
$446K +$141K +255 +47%
PGCM
2724
Prescott Group Capital Management
Oklahoma
$446K +$141K +255 +47%
PFA
2725
Peak Financial Advisors
Colorado
$446K +$439K +794 New
107 108
109
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