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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2751
AIMZ Investment Advisors
California
$260K – – –
PA
2752
Planning Alternatives
Michigan
$260K – – –
BWA
2753
Burt Wealth Advisors
Maryland
$260K +$276K +1,812 New
AWA
2754
AmeriServ Wealth Advisors
Pennsylvania
$259K – – –
KCM
2755
Kendall Capital Management
Maryland
$259K +$13.3K +87 +5%
ZIMP
2756
Zimmermann Investment Management & Planning
Pennsylvania
$257K -$6.71K -44 -2%
CPP
2757
Capasso Planning Partners
South Carolina
$257K +$273K +1,792 New
IWP
2758
Insight Wealth Partners
Texas
$255K -$210K -1,375 -44%
CIC
2759
Cornercap Investment Counsel
Georgia
$255K – – –
DGI
2760
Disciplined Growth Investors
Minnesota
$255K – – –
EHAM
2761
Eagle Harbor Asset Management
Washington
$255K +$37.5K +246 +16%
CJFS
2762
Coulter & Justus Financial Services
Tennessee
$254K +$610 +4 +0.2%
TWP
2763
Transparent Wealth Partners
Arkansas
$254K +$2.29K +15 +0.9%
KCM
2764
KRS Capital Management
Michigan
$254K +$14.9K +98 +6%
IA
2765
Inspire Advisors
Idaho
$254K +$34.3K +225 +15%
CFS
2766
Capital Financial Services
New York
$254K +$269K +1,765 New
PWA
2767
Phoenix Wealth Advisors
North Carolina
$253K -$3.81K -25 -1%
TCBWMS
2768
Texas Capital Bank Wealth Management Services
Texas
$252K -$153 -1 -0.1%
JAM
2769
Jupiter Asset Management
United Kingdom
$252K +$39.7K +260 +17%
Wealth Enhancement Advisory Services
2770
Wealth Enhancement Advisory Services
Minnesota
$251K -$38.7K -254 -14%
BAM
2771
Bellevue Asset Management
Washington
$251K +$458 +3 +0.2%
HHRDM
2772
H&H Retirement Design & Management
Nevada
$250K -$44.2K -290 -16%
BWM
2773
BCGM Wealth Management
Indiana
$250K -$16.2K -106 -7%
MGWM
2774
Marks Group Wealth Management
Minnesota
$250K +$16.6K +109 +7%
RTS
2775
Round Table Services
New Jersey
$250K +$17.4K +114 +7%