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Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
5176
Two West Capital Advisors
Kansas
$664K +$130K +697 +24%
MGI
5177
Miller Global Investments
Texas
$663K +$661K +3,553 New
PWA
5178
Peterson Wealth Advisors
Utah
$661K +$29.2K +157 +5%
GPW
5179
Gentry Private Wealth
Kansas
$660K +$146K +782 +28%
BWS
5180
BCR Wealth Strategies
Alabama
$659K +$37.2K +200 +6%
LAS
5181
Lloyd Advisory Services
Georgia
$658K -$2.59M -13,926 -80%
GKFF
5182
George Kaiser Family Foundation
Oklahoma
$658K – – –
PGCM
5183
Prescott Group Capital Management
Oklahoma
$658K – – –
T
5184
TrueFG
Texas
$656K +$63.8K +343 +11%
OFG
5185
Omega Financial Group
California
$656K +$21.2K +114 +3%
LWMNY
5186
Landmark Wealth Management (New York)
New York
$654K -$16.8K -90 -3%
PCM
5187
PenderFund Capital Management
British Columbia, Canada
$653K +$651K +3,500 New
CI
5188
Ceera Investments
Texas
$652K +$62.2K +334 +11%
PA
5189
Prism Advisors
California
$652K -$91.2K -490 -12%
AWM
5190
Apex Wealth Management
New Hampshire
$652K -$239K -1,283 -27%
PCMU
5191
Paragon Capital Management (Utah)
Utah
$651K +$650K +3,491 New
LAMNM
5192
Longview Asset Management (New Mexico)
New Mexico
$651K -$47.1K -253 -7%
CRIG
5193
Charter Research & Investment Group
Connecticut
$651K – – –
LIP
5194
Lynch Investment Planning
Pennsylvania
$651K +$649K +3,489 New
RCM
5195
RMR Capital Management
California
$650K – – –
WW
5196
Wright Wealth
Georgia
$650K +$648K +3,483 New
SJGA
5197
Stephen J. Garry & Associates
New York
$649K +$5.96K +32 +0.9%
QFPS
5198
Quantum Financial Planning Services
Washington
$649K +$248K +1,334 +62%
ADBIC
5199
A.D. Beadell Investment Counsel
Wisconsin
$649K – – –
KFGG
5200
Keystone Financial Group (Georgia)
Georgia
$649K -$558 -3 -0.1%
206 207
208
209 210