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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3701
Berkeley Inc
Idaho
$305K – – –
MCM
3702
Mill Capital Management
North Carolina
$305K +$5.97K +15 +2%
CPCP
3703
Cedar Point Capital Partners
Iowa
$305K +$1.99K +5 +0.7%
PFA
3704
Providence Financial Advisors
Kansas
$304K +$795 +2 +0.3%
LCM
3705
Liberty Capital Management
Michigan
$304K +$288K +723 New
HWA
3706
Hilltop Wealth Advisors
North Carolina
$304K – – –
BWP
3707
Barlow Wealth Partners
Kentucky
$303K +$104K +262 +52%
RWM
3708
RMG Wealth Management
Wisconsin
$303K +$26.2K +66 +8%
IFU
3709
iSAM Funds (UK)
United Kingdom
$303K +$286K +720 New
DIP
3710
Davis Investment Partners
North Carolina
$302K +$28.2K +71 +11%
SFG
3711
Seamount Financial Group
Colorado
$302K +$29.4K +74 +11%
BIAS
3712
Beacon Investment Advisory Services
New Jersey
$302K +$9.54K +24 +3%
KOMWMG
3713
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K -$9.94K -25 -3%
AWMS
3714
Advocacy Wealth Management Services
Georgia
$301K +$285K +716 New
OIA
3715
Oakmont Investment Advisors
Pennsylvania
$301K -$1.59K -4 -0.6%
CCM
3716
Connective Capital Management
California
$301K – – –
GKFF
3717
George Kaiser Family Foundation
Oklahoma
$300K +$284K +714 New
PGCM
3718
Prescott Group Capital Management
Oklahoma
$300K +$284K +714 New
RPGNY
3719
Retirement Planning Group (New York)
New York
$300K – – –
TWD
3720
True Wealth Design
Ohio
$299K +$52.1K +131 +23%
MWM
3721
Momentous Wealth Management
Washington
$299K -$66K -166 -19%
FTA
3722
Financial & Tax Architects
Missouri
$299K -$15.1K -38 -5%
HA
3723
Hofer & Associates
California
$299K +$283K +712 New
WPIC
3724
White Pine Investment Company
Michigan
$299K -$162K -408 -36%
AWA
3725
Archvest Wealth Advisors
California
$298K +$282K +709 New
147 148
149
150 151