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Name Holding Trade Value Shares
Change
Change in
Stake
Rowlandmiller & Partners
4201
Rowlandmiller & Partners
Georgia
$241K +$24.1K +75 +12%
J.L. Bainbridge & Co
4202
J.L. Bainbridge & Co
Florida
$241K +$1.93K +6 +0.9%
Accelerate Investment Advisors
4203
Accelerate Investment Advisors
California
$241K -$31.8K -99 -12%
Brighton Securities
4204
Brighton Securities
New York
$241K -$3.53K -11 -2%
Pitti Group Wealth Management
4205
Pitti Group Wealth Management
New York
$240K – – –
Highlander Partners
4206
Highlander Partners
Texas
$240K – – –
Elser Financial Planning
4207
Elser Financial Planning
Indiana
$240K +$225K +700 New
Parkside Investments
4208
Parkside Investments
Illinois
$240K +$321 +1 +0.1%
Stirlingshire Investments
4209
Stirlingshire Investments
New York
$240K -$4.5K -14 -2%
Rakuten Securities
4210
Rakuten Securities
Japan
$239K -$73.5K -229 -25%
Councilmark Asset Management
4211
Councilmark Asset Management
Tennessee
$239K – – –
FP
4212
Fiduciary Planning
Florida
$239K +$223K +696 New
Security National Bank of Sioux City Iowa
4213
Security National Bank of Sioux City Iowa
Iowa
$239K – – –
NerdWallet Wealth Partners
4214
NerdWallet Wealth Partners
New York
$239K +$9.6K +30 +5%
Van Cleef Asset Management
4215
Van Cleef Asset Management
Ohio
$238K -$11.2K -35 -5%
Walleye Partners
4216
Walleye Partners
Wisconsin
$238K +$223K +694 New
Old North State Trust
4217
Old North State Trust
North Carolina
$238K -$321 -1 -0.1%
Wealthspan Partners
4218
Wealthspan Partners
Iowa
$238K +$1.93K +6 +0.9%
Asset Allocation & Management Company
4219
Asset Allocation & Management Company
Illinois
$237K -$254K -792 -53%
Climber Capital
4220
Climber Capital
Switzerland
$236K -$615K -1,917 -74%
Gray Private Wealth
4221
Gray Private Wealth
Massachusetts
$236K -$22.8K -71 -9%
Darrow Company
4222
Darrow Company
Massachusetts
$236K +$4.17K +13 +2%
DI
4223
DDFG Inc
California
$235K – – –
Financial Avengers
4224
Financial Avengers
California
$235K +$642 +2 +0.3%
Finer Wealth Management
4225
Finer Wealth Management
Massachusetts
$235K -$22.2K -69 -9%