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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
5151
Sincerus Advisory
New York
$685K -$8.56K -46 -1%
RFA
5152
Reyes Financial Architecture
California
$685K +$3.35K +18 +0.5%
PIN
5153
Prudent Investors Network
California
$680K +$71.7K +385 +12%
MFC
5154
Morris Financial Concepts
South Carolina
$676K -$5.03K -27 -0.7%
CA
5155
Claris Advisors
Missouri
$676K +$34.3K +184 +5%
ACM
5156
Aurdan Capital Management
Pennsylvania
$670K +$181K +970 +37%
ICM
5157
Innovator Capital Management
Illinois
$670K -$146K -782 -18%
SVWG
5158
Shared Vision Wealth Group
United States
$668K -$76.1K -409 -10%
WCM
5159
WealthTrak Capital Management
Virginia
$665K +$190K +1,020 +40%
TC
5160
T3 Companies
New York
$665K +$664K +3,566 New
LWM
5161
Lifetime Wealth Management
Texas
$664K +$662K +3,559 New
TWCA
5162
Two West Capital Advisors
Kansas
$664K +$130K +697 +24%
MGI
5163
Miller Global Investments
Texas
$663K +$661K +3,553 New
PWA
5164
Peterson Wealth Advisors
Utah
$661K +$29.2K +157 +5%
GPW
5165
Gentry Private Wealth
Kansas
$660K +$146K +782 +28%
BWS
5166
BCR Wealth Strategies
Alabama
$659K +$37.2K +200 +6%
LAS
5167
Lloyd Advisory Services
Georgia
$658K -$2.59M -13,926 -80%
GKFF
5168
George Kaiser Family Foundation
Oklahoma
$658K – – –
PGCM
5169
Prescott Group Capital Management
Oklahoma
$658K – – –
T
5170
TrueFG
Texas
$656K +$63.8K +343 +11%
OFG
5171
Omega Financial Group
California
$656K +$21.2K +114 +3%
LWMNY
5172
Landmark Wealth Management (New York)
New York
$654K -$16.8K -90 -3%
PCM
5173
PenderFund Capital Management
British Columbia, Canada
$653K +$651K +3,500 New
CI
5174
Ceera Investments
Texas
$652K +$62.2K +334 +11%
PA
5175
Prism Advisors
California
$652K -$91.2K -490 -12%
205 206
207
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