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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
4376
Wetzel Investment Advisors
Indiana
$460K +$18K +27 +4%
FNBTCON
4377
First National Bank & Trust Co of Newtown
Pennsylvania
$460K – – –
OFP
4378
OLIO Financial Planning
Virginia
$458K +$15.4K +23 +3%
AFO
4379
Arrowroot Family Office
California
$458K +$55.4K +83 +14%
VWM
4380
Verus Wealth Management
Wisconsin
$458K -$66.8K -100 -13%
WGAM
4381
Wilkinson Global Asset Management
New York
$458K -$13.4K -20 -3%
LL
4382
LPWM LLC
Minnesota
$457K +$162K +242 +54%
WWA
4383
Wealth Watch Advisors
Colorado
$457K +$184K +276 +66%
JHC
4384
J. Hagan Capital
Kentucky
$457K -$18K -27 -4%
TGIA
4385
Torrey Growth & Income Advisors
California
$457K -$594K -889 -56%
IIM
4386
Ironwood Investment Management
Massachusetts
$455K – – –
BF
4387
Blankinship & Foster
California
$453K – – –
GKFF
4388
George Kaiser Family Foundation
Oklahoma
$453K – – –
PGCM
4389
Prescott Group Capital Management
Oklahoma
$453K – – –
BPW
4390
BLVD Private Wealth
Kentucky
$452K -$17.4K -26 -4%
SPP
4391
Single Point Partners
Massachusetts
$452K -$18K -27 -4%
FAM
4392
Flaharty Asset Management
Florida
$452K +$150K +224 +49%
MGCM
4393
Mane Global Capital Management
New York
$452K -$59.4M -88,964 -99%
SCA
4394
Stillwater Capital Advisors
Pennsylvania
$450K -$42.1K -63 -8%
NAMM
4395
NorthStar Asset Management (Massachusetts)
Massachusetts
$450K +$86.1K +129 +23%
BC
4396
Broadwater Capital
Massachusetts
$449K -$100K -150 -18%
MCM
4397
MidAtlantic Capital Management
Virginia
$449K +$123K +184 +37%
KPP
4398
Kings Path Partners
Texas
$449K +$319K +478 +237%
SIA
4399
Serenity Investment Advisors
Illinois
$448K +$463K +694 New
LCM
4400
LVM Capital Management
Michigan
$448K -$18K -27 -4%
174 175
176
177 178