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Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
5526
George Kaiser Family Foundation
Oklahoma
$538K – – –
BWMG
5527
Bannerman Wealth Management Group
Texas
$534K -$18.9K -37 -3%
FFW
5528
Fusion Family Wealth
New York
$534K – – –
MWA
5529
Mills Wealth Advisors
Texas
$534K -$510 -1 -0.1%
MC
5530
McCarthy & Cox
Ohio
$533K -$25K -49 -5%
DWM
5531
Daner Wealth Management
Georgia
$532K +$54.6K +107 +12%
GFG
5532
Grantvest Financial Group
New Jersey
$528K -$64.8K -127 -11%
HFA
5533
Hershey Financial Advisers
Pennsylvania
$523K +$75.5K +148 +17%
SWA
5534
Safir Wealth Advisors
New Hampshire
$521K – – –
IAMH
5535
IvyRock Asset Management (HK)
Hong Kong
$518K – – –
VF
5536
Vista Finance
Missouri
$516K +$510 +1 +0.1%
RPA
5537
Redwood Park Advisors
California
$516K +$510 +1 +0.1%
KFG
5538
Kropog Financial Group
Louisiana
$514K -$20.4K -40 -4%
CPC
5539
CFC Planning Company
Indiana
$514K -$17.9K -35 -3%
SWP
5540
Significant Wealth Partners
Illinois
$513K -$13.3K -26 -3%
FWS
5541
FinDec Wealth Services
California
$510K -$11.7K -23 -2%
CCAL
5542
City Center Advisors LLC
Michigan
$510K +$2.04K +4 +0.4%
AFTS
5543
American Financial & Tax Strategies
New York
$509K -$122K -240 -20%
SC
5544
Scratch Capital
Idaho
$506K -$89.3K -175 -15%
WLG
5545
Williamson Legacy Group
Indiana
$506K +$6.12K +12 +1%
SWM
5546
Sagace Wealth Management
Florida
$504K -$27K -53 -5%
WS
5547
Wela Strategies
Georgia
$504K – – –
AA
5548
ArborFi Advisors
Michigan
$502K – – –
SJGA
5549
Stephen J. Garry & Associates
New York
$500K -$36.2K -71 -7%
NA
5550
Nestegg Advisors
New York
$500K +$510 +1 +0.1%
220 221
222
223 224