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OKE

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
976
Truvestments Capital
Florida
$252K +$1.96K +30 +0.8%
TCOO
977
Trust Company of Oklahoma
Oklahoma
$252K – – –
AHC
978
Adell Harriman & Carpenter
Texas
$252K +$259K +3,971 New
PWPS
979
Pinnacle Wealth Planning Services
Ohio
$251K -$3.63M -55,600 -93%
MWM
980
Modera Wealth Management
New Jersey
$250K +$258K +3,949 New
RVPG
981
Relative Value Partners Group
$250K +$257K +3,944 New
CC
982
Copperleaf Capital
North Carolina
$250K +$257K +3,935 New
SWMP
983
Signature Wealth Management Partners
New Jersey
$249K +$256K +3,918 New
FNT
984
First Nebraska Trust
Nebraska
$248K – – –
CS
985
Capital Square
Tennessee
$248K +$236K +3,610 New
SF
986
Symphony Financial
Texas
$246K +$259K +3,960 New
KLWA
987
Kelly Lawrence W & Associates
California
$244K – – –
VT
988
Vise Technologies
New York
$243K +$2.61K +40 +1%
CAL
989
Capital Advisors Ltd
Ohio
$243K +$248K +3,805 +16,543%
TC
990
TwinBeech Capital
New York
$243K +$250K +3,829 New
FW
991
FirstPurpose Wealth
Utah
$242K +$249K +3,815 New
SEEDPG
992
S.E.E.D. Planning Group
New York
$242K +$13.6K +209 +6%
SA
993
Syntax Advisors
New York
$241K -$19.1K -292 -7%
VCG
994
Vantage Consulting Group
Virginia
$241K -$19.1K -292 -7%
NC
995
NBW Capital
Massachusetts
$240K +$247K +3,780 New
APP
996
Avantax Planning Partners
Iowa
$240K +$247K +3,777 New
CG
997
CFO4Life Group
Texas
$239K +$246K +3,771 New
IFU
998
iSAM Funds (UK)
United Kingdom
$239K +$246K +3,771 New
MCM
999
Mattern Capital Management
Colorado
$239K +$246K +3,767 New
ADMI
1000
Albert D. Mason Inc
Massachusetts
$238K +$65 +1 +0%
38 39
40
41 42