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Name Holding Trade Value Shares
Change
Change in
Stake
EFP
3376
Elser Financial Planning
Indiana
$257K -$153K -1,305 -40%
CFGSD
3377
Compass Financial Group (South Dakota)
South Dakota
$256K
CIS
3378
Continental Investors Services
Washington
$256K +$117 +1 +0.1%
SA
3379
SL Advisors
New Jersey
$256K
SIC
3380
SJS Investment Consulting
Ohio
$256K +$40.9K +349 +21%
SPFA
3381
Summit Place Financial Advisors
New Jersey
$256K -$53.1K -454 -19%
BA
3382
Bluesphere Advisors
Pennsylvania
$256K +$351 +3 +0.2%
AFWM
3383
Arta Finance Wealth Management
California
$256K +$5.15K +44 +2%
EIP
3384
Essential Investment Partners
Colorado
$255K
MF
3385
Montis Financial
Massachusetts
$255K -$72.5K -619 -24%
CWM
3386
C2C Wealth Management
Arizona
$255K -$20.1K -172 -8%
MW
3387
Members Wealth
Pennsylvania
$254K +$117 +1 +0.1%
WC
3388
Westhampton Capital
North Carolina
$254K
AWM
3389
Adams Wealth Management
Utah
$253K +$32.4K +277 +16%
EWA
3390
Eagle Wealth Advisors
Connecticut
$253K +$34.1K +291 +17%
WH
3391
Whitcomb & Hess
Ohio
$253K +$1.64K +14 +0.7%
PPG
3392
Peak Planning Group
Colorado
$253K +$468 +4 +0.2%
EGWAG
3393
Elwood & Goetz Wealth Advisory Group
Georgia
$253K +$14.3K +122 +7%
YWM
3394
Yoder Wealth Management
California
$252K -$3.39K -29 -1%
KFS
3395
Kaizen Financial Strategies
California
$252K +$25.3K +216 +12%
FF
3396
Francis Financial
$252K +$9.83K +84 +4%
CCM
3397
Coerente Capital Management
Ontario, Canada
$252K
CS
3398
CapitalatWork SA
$251K
RIA
3399
Retirement Investment Advisors
Oklahoma
$251K
RPA
3400
Rock Point Advisors
Vermont
$251K