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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
3476
Pasadena Private Wealth
California
$573K -$1.28K -4 -0.2%
RFA
3477
Rollins Financial Advisors
New York
$571K -$3.85K -12 -0.7%
RA
3478
Ruggaard & Associates
Ohio
$570K -$42.4K -132 -7%
RE
3479
Rydar Equities
Texas
$569K -$14.1K -44 -3%
MWM
3480
MBE Wealth Management
Wisconsin
$568K -$6.42K -20 -1%
FA
3481
Fountainhead AM
New Jersey
$568K +$288K +898 +118%
CFP
3482
Cascade Financial Partners
California
$566K +$9.31K +29 +2%
EW
3483
Element Wealth
Mississippi
$566K -$26.6K -83 -5%
LWM
3484
LJI Wealth Management
Indiana
$565K +$108K +335 +26%
PCA
3485
Providence Capital Advisors
North Carolina
$565K – – –
PW
3486
Potentia Wealth
California
$565K -$105K -326 -17%
GKFF
3487
George Kaiser Family Foundation
Oklahoma
$564K +$528K +1,645 New
PGCM
3488
Prescott Group Capital Management
Oklahoma
$564K +$528K +1,645 New
SFG
3489
SageGuard Financial Group
Tennessee
$564K -$44.9K -140 -8%
CWAF
3490
Core Wealth Advisors (Florida)
Florida
$564K +$115K +358 +28%
CIG
3491
Cairn Investment Group
Washington
$563K – – –
FFWM
3492
Future Financial Wealth Management
Ohio
$563K +$2.57K +8 +0.5%
MF
3493
Montis Financial
Massachusetts
$563K +$2.89K +9 +0.6%
SRC
3494
Shufro Rose & Co
New York
$563K +$321 +1 +0.1%
RWA
3495
Redhawk Wealth Advisors
Minnesota
$562K -$1.6K -5 -0.3%
TCP
3496
TMB Capital Partners
Arkansas
$562K -$2.89K -9 -0.5%
AWA
3497
Amplius Wealth Advisors
Pennsylvania
$562K +$43.3K +135 +9%
PPW
3498
Presilium Private Wealth
Pennsylvania
$562K +$20.5K +64 +4%
SPWM
3499
Spartan Planning & Wealth Management
North Carolina
$561K +$525K +1,636 New
CWA
3500
Centennial Wealth Advisory
Michigan
$560K +$7.38K +23 +1%
138 139
140
141 142