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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3676
Hilltop Wealth Advisors
North Carolina
$304K – – –
BWP
3677
Barlow Wealth Partners
Kentucky
$303K +$104K +262 +52%
RWM
3678
RMG Wealth Management
Wisconsin
$303K +$26.2K +66 +8%
IFU
3679
iSAM Funds (UK)
United Kingdom
$303K +$286K +720 New
DIP
3680
Davis Investment Partners
North Carolina
$302K +$28.2K +71 +11%
SFG
3681
Seamount Financial Group
Colorado
$302K +$29.4K +74 +11%
BIAS
3682
Beacon Investment Advisory Services
New Jersey
$302K +$9.54K +24 +3%
KOMWMG
3683
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K -$9.94K -25 -3%
AWMS
3684
Advocacy Wealth Management Services
Georgia
$301K +$285K +716 New
OIA
3685
Oakmont Investment Advisors
Pennsylvania
$301K -$1.59K -4 -0.6%
CCM
3686
Connective Capital Management
California
$301K – – –
GKFF
3687
George Kaiser Family Foundation
Oklahoma
$300K +$284K +714 New
PGCM
3688
Prescott Group Capital Management
Oklahoma
$300K +$284K +714 New
RPGNY
3689
Retirement Planning Group (New York)
New York
$300K – – –
TWD
3690
True Wealth Design
Ohio
$299K +$52.1K +131 +23%
MWM
3691
Momentous Wealth Management
Washington
$299K -$66K -166 -19%
FTA
3692
Financial & Tax Architects
Missouri
$299K -$15.1K -38 -5%
HA
3693
Hofer & Associates
California
$299K +$283K +712 New
WPIC
3694
White Pine Investment Company
Michigan
$299K -$162K -408 -36%
AWA
3695
Archvest Wealth Advisors
California
$298K +$282K +709 New
HTWM
3696
Hartmann Taylor Wealth Management
Texas
$297K – – –
LAM
3697
Lifestyle Asset Management
Texas
$297K +$58.1K +146 +26%
MWM
3698
Mascoma Wealth Management
New Hampshire
$297K +$22.3K +56 +9%
NAMM
3699
NorthStar Asset Management (Massachusetts)
Massachusetts
$296K -$17.9K -45 -6%
FNFDCM
3700
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$296K -$3.18K -8 -1%
146 147
148
149 150