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Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
5926
George Kaiser Family Foundation
Oklahoma
$502K – – –
MWA
5927
Mills Wealth Advisors
Texas
$500K +$1.5K +3 +0.3%
CCA
5928
Clarity Capital Advisors
Florida
$500K +$65.1K +130 +14%
EMCIP
5929
Ewing Morris & Co Investment Partners
Ontario, Canada
$499K -$394K -787 -44%
FFW
5930
Fusion Family Wealth
New York
$499K – – –
MRP
5931
Measured Risk Portfolios
California
$499K +$86.2K +172 +20%
LAS
5932
Lloyd Advisory Services
Georgia
$495K -$814K -1,624 -61%
VF
5933
Vista Finance
Missouri
$492K +$11K +22 +2%
AAM
5934
Ameraudi Asset Management
New York
$492K +$34.6K +69 +7%
DWM
5935
Daner Wealth Management
Georgia
$491K +$75.7K +151 +15%
SWM
5936
Sagace Wealth Management
Florida
$490K +$20.5K +41 +4%
WF
5937
Willow Financial
Arkansas
$490K +$508K +1,013 New
NA
5938
Nestegg Advisors
New York
$489K +$23.1K +46 +5%
PS
5939
Pinney & Scofield
Massachusetts
$489K -$15.5K -31 -3%
AP
5940
Aspect Partners
Virginia
$489K +$33.1K +66 +7%
PWG
5941
Private Wealth Group
Florida
$489K +$113K +226 +29%
PJC
5942
Phillip James Consulting
Minnesota
$488K +$538K +1,074 New
EL
5943
EQ LLC
Washington
$487K +$106K +211 +27%
APW
5944
Atlantic Private Wealth
North Carolina
$487K +$256K +511 +103%
SWA
5945
Safir Wealth Advisors
New Hampshire
$487K – – –
IAMH
5946
IvyRock Asset Management (HK)
Hong Kong
$484K – – –
HFA
5947
Hershey Financial Advisers
Pennsylvania
$482K -$6.51K -13 -1%
GFG
5948
Grantvest Financial Group
New Jersey
$480K -$13K -26 -3%
AFS
5949
Axiom Financial Strategies
Indiana
$479K -$47.6K -95 -9%
LODC
5950
Lanham O'Dell & Company
West Virginia
$477K +$25.6K +51 +5%
236 237
238
239 240