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Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
2476
George Kaiser Family Foundation
Oklahoma
$563K – – –
PGCM
2477
Prescott Group Capital Management
Oklahoma
$563K – – –
AWM
2478
Ariadne Wealth Management
California
$563K -$46.4K -380 -7%
OAS
2479
Optivise Advisory Services
Tennessee
$563K +$23.2K +190 +4%
JB Capital
2480
JB Capital
Connecticut
$561K -$2.44K -20 -0.4%
WIC
2481
Woodmont Investment Counsel
Tennessee
$561K -$106K -870 -16%
HAM
2482
Harmony Asset Management
Arizona
$561K +$3.66K +30 +0.6%
LIA
2483
Lynx Investment Advisory
District of Columbia
$560K -$58.6K -480 -9%
AIC
2484
Archer Investment Corporation
Indiana
$560K +$33K +270 +6%
PFT
2485
Providence First Trust
Arizona
$560K +$129K +1,060 +29%
ATIA
2486
American Trust Investment Advisors
New Hampshire
$559K -$12.2K -100 -2%
CIA
2487
Caerus Investment Advisors
Texas
$556K +$223K +1,830 +65%
BC
2488
Bridgefront Capital
Texas
$556K +$566K +4,640 New
EIG
2489
Ellenbecker Investment Group
Wisconsin
$556K -$20.7K -170 -4%
MAM
2490
McLean Asset Management
Virginia
$555K +$2.44K +20 +0.4%
T
2491
Tidemark
California
$555K +$7.32K +60 +1%
FWM
2492
Finer Wealth Management
Massachusetts
$554K -$6.1K -50 -1%
UIM
2493
Unified Investment Management
Georgia
$554K -$14.6K -120 -3%
EFL
2494
ERn Financial LLC
Wisconsin
$553K -$1.22K -10 -0.2%
LPFG
2495
Landing Point Financial Group
Ohio
$553K +$26.9K +220 +5%
RA
2496
Riversedge Advisors
Delaware
$553K +$31.7K +260 +6%
SWM
2497
Selective Wealth Management
Virginia
$553K +$75.7K +620 +15%
IHL
2498
Investment House LLC
California
$552K +$24.4K +200 +5%
KCFA
2499
Key Client Fiduciary Advisors
New Jersey
$550K +$25.6K +210 +5%
FM
2500
Family Management
New York
$549K +$52.5K +430 +10%