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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
4126
JDH Wealth Management
California
$2.49M +$72.6K +353 +3%
RBC
4127
Roble Belko & Company
Pennsylvania
$2.49M -$3.5K -17 -0.1%
BMO
4128
Beck Mack & Oliver
New York
$2.49M +$82.2K +400 +3%
VIP
4129
Viewpoint Investment Partners
Alberta, Canada
$2.49M +$7.61K +37 +0.4%
TCM
4130
TD Capital Management
Tennessee
$2.48M -$99.5K -484 -4%
YWM
4131
Yoder Wealth Management
California
$2.48M +$77.3K +376 +3%
ABLA
4132
Alan B. Lancz & Associates
Ohio
$2.48M -$72K -350 -3%
EB
4133
Exchange Bank
California
$2.48M -$88.4K -430 -3%
HNWA
4134
Henrickson Nauta Wealth Advisors
Michigan
$2.47M +$737K +3,583 +41%
ECA
4135
Elevate Capital Advisors
Colorado
$2.47M -$89.2K -434 -3%
IPGDR
4136
Investidor Profissional Gestao de Recursos
Brazil
$2.47M +$2.16M +10,491 +563%
SLA
4137
Silver Lake Advisory
Utah
$2.47M -$44.4K -216 -2%
SA
4138
Sunesis Advisors
Kansas
$2.47M -$24.7K -120 -1%
OPWM
4139
Oxinas Partners Wealth Management
Indiana
$2.46M -$423K -2,055 -14%
CCA
4140
Carrera Capital Advisors
Michigan
$2.46M +$539K +2,621 +27%
WIC
4141
WealthBridge Investment Counsel
Alberta, Canada
$2.46M +$416K +2,025 +20%
PA
4142
Prairie Advisory
Kansas
$2.46M +$2.52M +12,270 New
EFA
4143
Evernest Financial Advisors
Indiana
$2.46M -$77.9K -379 -3%
BSSFA
4144
Baron Silver Stevens Financial Advisors
Florida
$2.45M -$8.02K -39 -0.3%
OBWA
4145
Oak Barrel Wealth Advisory
Virginia
$2.45M +$2.52M +12,252 New
MFA
4146
Morling Financial Advisors
California
$2.45M -$242K -1,179 -9%
BIS
4147
BG Investment Services
Guam
$2.44M -$131K -638 -5%
GKFF
4148
George Kaiser Family Foundation
Oklahoma
$2.44M +$1.78M +8,677 +246%
PGCM
4149
Prescott Group Capital Management
Oklahoma
$2.44M +$1.78M +8,677 +246%
LSA
4150
Lansing Street Advisors
Pennsylvania
$2.44M +$424K +2,063 +20%
164 165
166
167 168