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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2451
AIMZ Investment Advisors
California
$260K -$6.22K -165 -2%
SFS
2452
Strategic Financial Services
New York
$260K -$33.6K -893 -12%
PGWM
2453
Parisi Gray Wealth Management
New Jersey
$259K +$5.61K +149 +2%
PIA
2454
Powell Investment Advisors
Florida
$259K +$4.71K +125 +2%
WHCI
2455
W.H. Cornerstone Investments
Massachusetts
$258K +$5.31K +141 +2%
NWM
2456
Northcape Wealth Management
New York
$258K -$6.12M -162,310 -96%
VCM
2457
Versant Capital Management
Arizona
$257K +$2.83K +75 +1%
PSC
2458
Prentiss Smith & Co
Vermont
$257K -$1.02K -27 -0.4%
MAM
2459
Madison Asset Management
Wisconsin
$257K -$24.8M -657,636 -99%
CG
2460
CFO4Life Group
Texas
$257K -$1.05K -28 -0.4%
C
2461
CFO4Life
Texas
$257K +$246K +6,521 New
GDP
2462
Great Diamond Partners
Maine
$257K -$17.8K -473 -7%
QWM
2463
QP Wealth Management
New Jersey
$257K -$460K -12,207 -65%
HWMG
2464
Hurlow Wealth Management Group
Indiana
$256K -$4.14K -110 -2%
CCA
2465
Cravens & Co Advisors
Tennessee
$256K +$245K +6,506 New
WF
2466
WoodTrust Financial
Wisconsin
$256K -$37.7K -1,000 -13%
DLCIG
2467
D.L. Carlson Investment Group
New Hampshire
$256K -$28.4K -755 -10%
CPA
2468
Capital Planning Advisors
California
$256K -$32.3K -858 -12%
CF
2469
Corrigan Financial
Rhode Island
$254K -$109K -2,882 -31%
RFN
2470
Redwood Financial Network
Ohio
$254K +$243K +6,450 New
VIM
2471
VELA Investment Management
Ohio
$254K -$93.6K -2,484 -28%
III
2472
Independent Investors Inc
New York
$253K -$128K -3,400 -35%
HS
2473
Horan Securities
United States
$252K
VFP
2474
Verus Financial Partners
Virginia
$251K -$38.8K -1,031 -15%
CF
2475
Clarity Financial
Texas
$249K -$3.13M -83,199 -93%