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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
5176
Causeway Capital Management
California
$626K -$31K -169 -4%
WCM
5177
WealthTrak Capital Management
Virginia
$623K +$1.28K +7 +0.2%
IWB
5178
Innovative Wealth Building
Maryland
$623K +$209K +1,140 +47%
PA
5179
Prism Advisors
California
$622K +$13.2K +72 +2%
NA
5180
Nottingham Advisors
New York
$620K -$16.5K -90 -2%
MM
5181
Monolith Management
Hong Kong
$619K -$27.9M -152,294 -98%
MBFW
5182
Morton Brown Family Wealth
Pennsylvania
$619K -$38K -207 -6%
HA
5183
HFG Advisors
Ohio
$617K +$368K +2,004 +130%
AWM
5184
Act Wealth Management
Texas
$616K +$200K +1,088 +45%
GKFF
5185
George Kaiser Family Foundation
Oklahoma
$615K – – –
PGCM
5186
Prescott Group Capital Management
Oklahoma
$615K – – –
TWA
5187
Trellis Wealth Advisors
California
$615K +$280K +1,526 +76%
KFG
5188
Kelly Financial Group
Connecticut
$614K -$34.9K -190 -5%
VF
5189
Vawter Financial
Ohio
$614K -$43.3K -236 -6%
PFS
5190
Professional Financial Solutions
Virginia
$613K -$46.2K -252 -7%
PWA
5191
Perspective Wealth Advisors
Colorado
$611K +$166K +903 +35%
WN
5192
Williams & Novak
California
$611K +$296K +1,616 +87%
RCM
5193
RMR Capital Management
California
$611K +$2.94K +16 +0.5%
PFSC
5194
Peoples Financial Services Corp
Pennsylvania
$611K +$4.95K +27 +0.8%
CRIG
5195
Charter Research & Investment Group
Connecticut
$609K – – –
KFGG
5196
Keystone Financial Group (Georgia)
Georgia
$606K -$917 -5 -0.1%
MSWA
5197
Marshall & Sterling Wealth Advisors
New York
$605K – – –
SJGA
5198
Stephen J. Garry & Associates
New York
$605K -$2.02K -11 -0.3%
NEPPG
5199
New England Professional Planning Group
Rhode Island
$605K – – –
CC
5200
Capstone Capital
Nevada
$604K +$38.3K +209 +6%
206 207
208
209 210