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Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
4176
Elser Financial Planning
Indiana
$240K +$225K +700 New
PI
4177
Parkside Investments
Illinois
$240K +$321 +1 +0.1%
SI
4178
Stirlingshire Investments
New York
$240K -$4.5K -14 -2%
RS
4179
Rakuten Securities
Japan
$239K -$73.5K -229 -25%
CAM
4180
Councilmark Asset Management
Tennessee
$239K – – –
FP
4181
Fiduciary Planning
Florida
$239K +$223K +696 New
NWP
4182
NerdWallet Wealth Partners
New York
$239K +$9.63K +30 +5%
VCAM
4183
Van Cleef Asset Management
Ohio
$238K -$11.2K -35 -5%
WP
4184
Walleye Partners
Wisconsin
$238K +$223K +694 New
ONST
4185
Old North State Trust
North Carolina
$238K -$321 -1 -0.1%
WP
4186
Wealthspan Partners
Iowa
$238K +$1.93K +6 +0.9%
AAMC
4187
Asset Allocation & Management Company
Illinois
$237K -$254K -792 -53%
CC
4188
Climber Capital
Switzerland
$236K -$615K -1,917 -74%
GPW
4189
Gray Private Wealth
Massachusetts
$236K -$22.8K -71 -9%
DC
4190
Darrow Company
Massachusetts
$236K +$4.17K +13 +2%
DI
4191
DDFG Inc
California
$235K – – –
FA
4192
Financial Avengers
California
$235K +$642 +2 +0.3%
FWM
4193
Finer Wealth Management
Massachusetts
$235K -$22.2K -69 -9%
WIP
4194
WealthCare Investment Partners
Rhode Island
$235K +$5.14K +16 +2%
CISOA
4195
Capital Investment Services of America
Wisconsin
$235K – – –
CCM
4196
Colorado Capital Management
Colorado
$235K -$17K -53 -7%
SFC
4197
Strategic Financial Concepts
Texas
$233K -$16.1K -50 -7%
RIM
4198
Reliant Investment Management
Tennessee
$233K -$56.8K -177 -21%
MAG
4199
Mayfair Advisory Group
Alabama
$233K -$26K -81 -11%
T
4200
Tableaux
Massachusetts
$233K – – –
166 167
168
169 170