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Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
3451
Elser Financial Planning
Indiana
$249K +$224K +615 New
HP
3452
Highlander Partners
Texas
$248K – – –
CGFA
3453
Colton Groome Financial Advisors
North Carolina
$248K +$3.65K +10 +2%
NPFS
3454
Novak & Powell Financial Services
Florida
$248K -$29.2K -80 -12%
YWS
3455
Yarger Wealth Strategies
Ohio
$248K +$223K +611 New
ELM
3456
Elite Life Management
Florida
$248K +$8.39K +23 +4%
LFA
3457
Level Financial Advisors
New York
$247K +$222K +610 New
BBL
3458
Beck Bode LLC
Massachusetts
$246K +$222K +608 New
DF
3459
Dunhill Financial
United Kingdom
$246K +$40.1K +110 +22%
SHIM
3460
Stone House Investment Management
Pennsylvania
$246K +$365 +1 +0.2%
HG
3461
Harbor Group
New Hampshire
$246K -$365 -1 -0.2%
APIM
3462
Agate Pass Investment Management
Washington
$246K – – –
VCP
3463
Vista Capital Partners
Oregon
$246K +$2.55K +7 +1%
RJTCONH
3464
Raymond James Trust Company of New Hampshire
New Hampshire
$246K +$2.19K +6 +1%
DWA
3465
Delap Wealth Advisory
Oregon
$246K -$84.3K -231 -28%
HGWM
3466
Horst & Graben Wealth Management
Oregon
$245K -$4.38K -12 -2%
LHWM
3467
Lake Hills Wealth Management
Texas
$245K -$47.4K -130 -18%
AC
3468
AWM Capital
Arizona
$244K -$19.7K -54 -8%
EF
3469
Exeter Financial
Arizona
$244K -$8.02K -22 -4%
SGWM
3470
Sterling Group Wealth Management
California
$244K -$47.1K -129 -18%
WAG
3471
Windsor Advisory Group
Ohio
$243K +$219K +600 New
RWA
3472
Rooted Wealth Advisors
Illinois
$243K +$217K +595 New
B
3473
Bensler
Washington
$243K -$4.34M -11,899 -95%
ACA
3474
Ackerman Capital Advisors
Texas
$242K – – –
AIA
3475
Alternative Investment Advisors
Florida
$242K +$218K +597 New
137 138
139
140 141