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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2776
Gemmer Asset Management
California
$403K +$12.1K +23 +3%
CWL
2777
Causey Wealth LLC
Colorado
$403K +$66.9K +127 +19%
SAM
2778
Secure Asset Management
Michigan
$403K +$43.7K +83 +11%
IWP
2779
Innova Wealth Partners
Pennsylvania
$403K +$133K +252 +45%
G
2780
GenTrust
Florida
$402K -$70.6K -134 -14%
GRR
2781
Golden Reserve Retirement
Ohio
$402K +$142K +270 +51%
BWM
2782
Bulltick Wealth Management
Florida
$401K +$7.9K +15 +2%
CPW
2783
Catalyst Private Wealth
California
$401K -$106K -202 -20%
LGG
2784
Luts & Greenleigh Group
Maryland
$401K -$2.11K -4 -0.5%
MCA
2785
Millennium Capital Advisors
Arkansas
$400K +$527 +1 +0.1%
NRWA
2786
North Ridge Wealth Advisors
Oregon
$400K – – –
EAM
2787
Empirical Asset Management
Massachusetts
$399K -$531K -1,008 -56%
HA
2788
Hamel Associates
New Jersey
$399K – – –
TIA
2789
Tiemann Investment Advisors
California
$399K +$39.5K +75 +10%
SSW
2790
Smith Shellnut Wilson
Mississippi
$397K -$3.69K -7 -0.9%
WH
2791
Willner & Heller
California
$397K +$6.32K +12 +2%
BCP
2792
Berkeley Capital Partners
Georgia
$397K +$35.8K +68 +9%
GKFF
2793
George Kaiser Family Foundation
Oklahoma
$397K – – –
PGCM
2794
Prescott Group Capital Management
Oklahoma
$397K – – –
ORAM
2795
One River Asset Management
Connecticut
$396K -$735K -1,396 -64%
UWPG
2796
Ullmann Wealth Partners Group
Florida
$396K -$8.95K -17 -2%
FFC
2797
First Financial Corp
Indiana
$395K -$7.9K -15 -2%
AW
2798
Alteri Wealth
California
$395K -$20.5K -39 -5%
BWM
2799
BNC Wealth Management
Oregon
$395K -$805K -1,529 -66%
GWMIA
2800
Global Wealth Management Investment Advisory
Florida
$395K +$3.69K +7 +0.9%
110 111
112
113 114