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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
4726
Omega Financial Group
California
$559K +$445K +3,540 New
ADBIC
4727
A.D. Beadell Investment Counsel
Wisconsin
$559K +$145K +1,152 +48%
GKFF
4728
George Kaiser Family Foundation
Oklahoma
$557K +$147K +1,171 +50%
PGCM
4729
Prescott Group Capital Management
Oklahoma
$557K +$147K +1,171 +50%
UPS
4730
UHLMANN PRICE SECURITIES
Illinois
$556K -$93.3K -741 -17%
PRS
4731
Pinkerton Retirement Specialists
Idaho
$556K -$755 -6 -0.2%
DWM
4732
Darwin Wealth Management
Florida
$554K -$1.97M -15,632 -82%
PWA
4733
Peterson Wealth Advisors
Utah
$554K -$5.41K -43 -1%
RDFA
4734
Ritter Daniher Financial Advisory
Ohio
$553K -$61.5K -489 -12%
ACM
4735
Argyle Capital Management
Pennsylvania
$553K – – –
CRIG
4736
Charter Research & Investment Group
Connecticut
$551K +$23.9K +190 +6%
RCM
4737
RMR Capital Management
California
$551K – – –
CSWG
4738
Cardinal Strategic Wealth Guidance
Kentucky
$547K – – –
TWM
4739
Trevian Wealth Management
Massachusetts
$545K +$13.8K +110 +3%
OFG
4740
OmniStar Financial Group
North Carolina
$545K -$70.3K -559 -14%
CA
4741
Claris Advisors
Missouri
$544K -$341K -2,707 -44%
FAM
4742
Frontier Asset Management
Wyoming
$544K +$433K +3,441 New
SWM
4743
Schwallier Wealth Management
Michigan
$541K -$31.8K -253 -7%
SJGA
4744
Stephen J. Garry & Associates
New York
$541K +$5.66K +45 +1%
CMA
4745
Cedar Mountain Advisors
Oregon
$540K +$1.38K +11 +0.3%
SNBOSCI
4746
Security National Bank of Sioux City Iowa
Iowa
$540K -$561K -4,455 -57%
NWMG
4747
Nicholson Wealth Management Group
South Carolina
$539K +$169K +1,346 +65%
WLIM
4748
White Lighthouse Investment Management
Massachusetts
$537K +$34.9K +277 +9%
FWM
4749
Fingerlakes Wealth Management
New York
$536K -$63.9K -508 -13%
O3W
4750
Omni 360 Wealth
New Jersey
$536K +$163K +1,292 +62%
188 189
190
191 192