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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
5476
Mendota Financial Group
Wisconsin
$542K -$4.34K -10 -0.9%
HAFS
5477
Hapanowicz & Associates Financial Services
Pennsylvania
$542K -$73.4K -169 -13%
FWM
5478
FMA Wealth Management
Massachusetts
$541K – – –
FAC
5479
Financial Advisory Corporation
Michigan
$540K – – –
AAS
5480
Asset Allocation Strategies
Michigan
$539K +$217K +500 +86%
RWA
5481
Redmont Wealth Advisors
Illinois
$539K +$407K +938 +647%
SWM
5482
SpringVest Wealth Management
Texas
$537K -$10.9K -25 -2%
MC
5483
McCarthy & Cox
Ohio
$537K +$20.8K +48 +5%
WCM
5484
WealthTrak Capital Management
Virginia
$537K +$68.2K +157 +17%
PM
5485
Pembroke Management
Quebec, Canada
$537K +$469K +1,079 New
SC
5486
Swan Capital
Florida
$535K +$26.5K +61 +6%
SPW
5487
Surience Private Wealth
Washington
$534K -$25.2K -58 -5%
BWMG
5488
Bannerman Wealth Management Group
Texas
$532K +$464K +1,069 New
AWA
5489
Adapt Wealth Advisors
Georgia
$531K +$11.3K +26 +2%
BBL
5490
Beck Bode LLC
Massachusetts
$525K -$4.78K -11 -1%
HP
5491
Highlander Partners
Texas
$522K – – –
BTIM
5492
BancFirst Trust & Investment Management
Oklahoma
$522K -$43.4K -100 -9%
LWMI
5493
Legacy Wealth Management (Idaho)
Idaho
$520K -$31.7K -73 -7%
LIS
5494
Legacy Investment Solutions
Idaho
$520K +$454K +1,045 New
PS
5495
Pinney & Scofield
Massachusetts
$518K +$29.5K +68 +7%
SWM
5496
Stonebridge Wealth Management
Illinois
$518K +$452K +1,041 New
GKFF
5497
George Kaiser Family Foundation
Oklahoma
$516K +$146K +337 +48%
SJGA
5498
Stephen J. Garry & Associates
New York
$516K – – –
HFA
5499
Highland Financial Advisors
New Jersey
$514K – – –
FAM
5500
Frontier Asset Management
Wyoming
$514K +$448K +1,032 New
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