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Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
2401
Hutchens & Kramer Investment Management Group
Indiana
$646K -$74.6K -660 -12%
AWM
2402
Aries Wealth Management
Maine
$645K – – –
SWGC
2403
Summit Wealth Group (Colorado)
Colorado
$645K +$545K +4,820 New
EIG
2404
Ellenbecker Investment Group
Wisconsin
$644K – – –
LRWM
2405
Lord & Richards Wealth Management
Colorado
$644K +$544K +4,810 New
DLA
2406
Douglas Lane & Associates
New York
$644K +$2.26K +20 +0.4%
KW
2407
Keyvantage Wealth
Pennsylvania
$643K -$48.6K -430 -8%
MHWM
2408
Montz Harcus Wealth Management
Louisiana
$643K -$6.78K -60 -1%
PPA
2409
Painted Porch Advisors
California
$643K -$3.39K -30 -0.6%
SWA
2410
Strategies Wealth Advisors
Michigan
$641K +$3.39K +30 +0.6%
VR
2411
Valued Retirements
Texas
$641K – – –
FIC
2412
Family Investment Center
Missouri
$640K +$540K +4,780 New
OC
2413
Oakworth Capital
Alabama
$639K +$240K +2,120 +80%
ATIA
2414
American Trust Investment Advisors
New Hampshire
$637K -$802K -7,090 -60%
PCS
2415
Private Client Services
Kentucky
$636K +$219K +1,940 +69%
UIM
2416
Unified Investment Management
Georgia
$635K +$9.04K +80 +2%
3IP
2417
3Chopt Investment Partners
Virginia
$635K +$39.6K +350 +8%
SAA
2418
Southeast Asset Advisors
Georgia
$635K +$536K +4,740 New
AWM
2419
Ariadne Wealth Management
California
$634K -$31.7K -280 -5%
NWMG
2420
Nicholson Wealth Management Group
South Carolina
$632K +$24.9K +220 +5%
JC
2421
JB Capital
Connecticut
$630K +$22.6K +200 +4%
UBV
2422
United Bank (Virginia)
Virginia
$629K – – –
BTD
2423
BankPlus Trust Department
Mississippi
$629K -$74.6K -660 -12%
GKFF
2424
George Kaiser Family Foundation
Oklahoma
$629K +$148K +1,310 +39%
PGCM
2425
Prescott Group Capital Management
Oklahoma
$629K +$148K +1,310 +39%
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