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Name Holding Trade Value Shares
Change
Change in
Stake
MM
5201
Monolith Management
Hong Kong
$619K -$27.9M -152,294 -98%
MBFW
5202
Morton Brown Family Wealth
Pennsylvania
$619K -$38K -207 -6%
HA
5203
HFG Advisors
Ohio
$617K +$368K +2,004 +130%
AWM
5204
Act Wealth Management
Texas
$616K +$200K +1,088 +45%
GKFF
5205
George Kaiser Family Foundation
Oklahoma
$615K – – –
PGCM
5206
Prescott Group Capital Management
Oklahoma
$615K – – –
TWA
5207
Trellis Wealth Advisors
California
$615K +$280K +1,526 +76%
KFG
5208
Kelly Financial Group
Connecticut
$614K -$34.9K -190 -5%
VF
5209
Vawter Financial
Ohio
$614K -$43.3K -236 -6%
PFS
5210
Professional Financial Solutions
Virginia
$613K -$46.2K -252 -7%
PWA
5211
Perspective Wealth Advisors
Colorado
$611K +$166K +903 +35%
WN
5212
Williams & Novak
California
$611K +$296K +1,616 +87%
RCM
5213
RMR Capital Management
California
$611K +$2.94K +16 +0.5%
PFSC
5214
Peoples Financial Services Corp
Pennsylvania
$611K +$4.95K +27 +0.8%
CRIG
5215
Charter Research & Investment Group
Connecticut
$609K – – –
KFGG
5216
Keystone Financial Group (Georgia)
Georgia
$606K -$917 -5 -0.1%
MSWA
5217
Marshall & Sterling Wealth Advisors
New York
$605K – – –
SJGA
5218
Stephen J. Garry & Associates
New York
$605K -$2.02K -11 -0.3%
NEPPG
5219
New England Professional Planning Group
Rhode Island
$605K – – –
CC
5220
Capstone Capital
Nevada
$604K +$38.3K +209 +6%
CA
5221
Claris Advisors
Missouri
$602K -$31.7K -173 -5%
CCG
5222
Capital CS Group
California
$601K -$507K -2,766 -45%
TC
5223
Town Capital
Maryland
$598K -$272K -1,484 -30%
LIP
5224
Lynch Investment Planning
Pennsylvania
$598K -$11.6K -63 -2%
PFA
5225
Professional Financial Advisors
Nebraska
$597K +$101K +548 +19%