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Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
5626
New Harbor Financial Group
Massachusetts
$273K -$1.02M -2,500 -77%
AWA
5627
Aquire Wealth Advisors
Utah
$273K +$7.34K +18 +3%
DB
5628
Dravo Bay
Delaware
$271K -$21.2K -52 -7%
RWP
5629
Ridgeline Wealth Planning
Ohio
$270K +$294K +720 New
S4W
5630
Solutions 4 Wealth
Texas
$269K -$41.6K -102 -12%
FIG
5631
FSA Investment Group
Florida
$269K +$292K +716 New
RW
5632
Ridgeline Wealth
Arizona
$268K -$5.3K -13 -2%
GSCM
5633
Greenfield Seitz Capital Management
Texas
$268K -$3.26K -8 -1%
TFG
5634
Team Financial Group
California
$268K +$291K +714 New
AC
5635
Applied Capital
Arkansas
$268K -$222K -545 -43%
CCM
5636
Crabel Capital Management
California
$267K -$137K -336 -32%
TCM
5637
Towneley Capital Management
California
$267K -$806K -1,977 -74%
SFA
5638
Spectrum Financial Alliance
Kentucky
$267K – – –
XPN
5639
XY Planning Network
Montana
$266K -$1.09M -2,666 -79%
NEPPG
5640
New England Professional Planning Group
Rhode Island
$266K – – –
MWM
5641
Maltin Wealth Management
New Jersey
$265K -$26.5K -65 -8%
BWM
5642
Buska Wealth Management
Wisconsin
$265K -$11.8K -29 -4%
GS
5643
Gagnon Securities
New York
$264K +$9.79K +24 +4%
SPWM
5644
Straight Path Wealth Management
Michigan
$264K +$6.52K +16 +2%
PWAC
5645
Private Wealth Advisors (California)
California
$264K +$408 +1 +0.1%
FPW
5646
Flagship Private Wealth
Massachusetts
$263K -$87.7K -215 -23%
EFP
5647
Envision Financial Planning
Tennessee
$263K +$25.3K +62 +10%
VI
5648
Versor Investments
New York
$263K +$86K +211 +43%
GKFF
5649
George Kaiser Family Foundation
Oklahoma
$263K +$286K +701 New
LAMC
5650
Longview Asset Management (California)
California
$262K – – –
224 225
226
227 228