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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
3251
Rinkey Investments
California
$347K +$9.33K +29 +3%
VPP
3252
Vertex Planning Partners
Illinois
$347K +$276K +859 New
TFP
3253
Traction Financial Partners
Wyoming
$347K -$46.3K -144 -14%
SI
3254
Severin Investments
Missouri
$347K +$276K +859 New
BF
3255
Brooklyn FI
New York
$346K – – –
AAM
3256
Augustine Asset Management
Florida
$346K +$276K +857 New
FW
3257
Fidato Wealth
Ohio
$345K +$275K +855 New
EFN
3258
Equita Financial Network
Pennsylvania
$344K +$274K +852 New
WAOI
3259
Wealth Advisors of Iowa
Iowa
$344K +$274K +852 New
FA
3260
Financial Advisors
Massachusetts
$344K -$45K -140 -14%
SCA
3261
Sippican Capital Advisors
Massachusetts
$344K -$965 -3 -0.4%
EFG
3262
Embree Financial Group
Illinois
$344K +$274K +851 New
EIP
3263
Ellis Investment Partners
Pennsylvania
$343K – – –
GIP
3264
Greatmark Investment Partners
Georgia
$343K – – –
ELM
3265
Elite Life Management
Florida
$343K +$273K +850 New
EWA
3266
EQ Wealth Advisors
Texas
$343K +$273K +849 New
IA
3267
Intellus Advisors
Florida
$343K +$273K +849 New
MCM
3268
Monument Capital Management
Virginia
$343K +$273K +849 New
WW
3269
Westshore Wealth
California
$342K -$15.4K -48 -5%
RWS
3270
Resolute Wealth Strategies
Mississippi
$342K +$273K +847 New
WF
3271
Wayfinding Financial
Washington
$342K +$273K +848 New
CA
3272
Capital Advantage
California
$341K +$272K +844 New
OC
3273
Optima Capital
Oregon
$341K +$272K +844 New
MPM
3274
Meritage Portfolio Management
Kansas
$340K – – –
MFA
3275
Morling Financial Advisors
California
$340K -$71.4K -222 -21%
129 130
131
132 133