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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
4151
Ironwood Investment Management
Massachusetts
$507K – – –
CTFG
4152
Capstone Triton Financial Group
Oklahoma
$505K – – –
SFB
4153
STAR Financial Bank
Indiana
$505K +$94.5K +127 +23%
GKFF
4154
George Kaiser Family Foundation
Oklahoma
$504K – – –
PGCM
4155
Prescott Group Capital Management
Oklahoma
$504K – – –
BF
4156
Blankinship & Foster
California
$504K +$28.3K +38 +6%
EFA
4157
Edge Financial Advisors
Illinois
$503K +$7.44K +10 +3%
BAM
4158
Broyhill Asset Management
North Carolina
$502K -$241K -324 -32%
WAM
4159
Worth Asset Management
Texas
$501K -$112K -150 -18%
LWA
4160
Lowe Wealth Advisors
Maryland
$501K -$14.9K -20 -3%
RW
4161
Rockport Wealth
Ohio
$501K +$508K +682 New
GCM
4162
G2 Capital Management
Ohio
$499K +$139K +187 +38%
PA
4163
Prossimo Advisors
California
$497K -$755K -1,015 -60%
COCM
4164
Charter Oak Capital Management
New Hampshire
$497K +$3.72K +5 +0.7%
WWM
4165
WJ Wealth Management
Arizona
$496K -$541K -727 -49%
LCG
4166
Lynx Capital Group
Ohio
$496K – – –
CB
4167
Community Bank
New York
$496K +$275K +370 +121%
GWWM
4168
Great Waters Wealth Management
Minnesota
$495K +$47.6K +64 +10%
ACM
4169
Absolute Capital Management
Pennsylvania
$495K +$20.1K +27 +4%
BW
4170
BostonPremier Wealth
Massachusetts
$494K +$168K +226 +51%
VPWA
4171
Vestia Personal Wealth Advisors
Indiana
$493K +$194K +260 +63%
IA
4172
Invested Advisors
Pennsylvania
$493K +$601K +807 New
OFP
4173
OLIO Financial Planning
Virginia
$493K +$38.7K +52 +8%
PK
4174
Pflug Koory
Nebraska
$492K – – –
WIA
4175
Wetzel Investment Advisors
Indiana
$492K -$3.72K -5 -0.7%
165 166
167
168 169