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Name Holding Trade Value Shares
Change
Change in
Stake
HI
3551
Hoey Investments
Pennsylvania
$123K -$10.2K -130 -8%
PWMG
3552
Private Wealth Management Group
New Jersey
$122K +$29K +370 +31%
IWM
3553
IMG Wealth Management
Florida
$121K +$20.8K +266 +21%
MCA
3554
McGuire Capital Advisors
Oklahoma
$121K +$19.9K +254 +19%
FNWA
3555
Financial Network Wealth Advisors
Utah
$117K -$1.88K -24 -2%
HWM
3556
HighMark Wealth Management
Minnesota
$117K -$861 -11 -0.7%
AIM
3557
Arcadia Investment Management
Michigan
$117K – – –
RWS
3558
Retirement Wealth Solutions
Wisconsin
$116K -$8.06K -103 -6%
KFP
3559
Kerr Financial Planning
California
$116K -$235 -3 -0.2%
GTAM
3560
Global Trust Asset Management
Florida
$114K +$27.4K +350 +31%
SFS
3561
Sunrise Financial Services
Washington
$113K +$78 +1 +0.1%
EA
3562
Evolution Advisers
Virginia
$112K – – –
IUHSA
3563
Itau Unibanco Holding S.A.
Brazil
$112K +$113K +1,440 New
BGA
3564
Battery Global Advisors
Massachusetts
$111K +$94K +1,201 +511%
TC
3565
Tacita Capital
Ontario, Canada
$109K – – –
SAM
3566
Sherman Asset Management
California
$109K -$717K -9,162 -87%
RCM
3567
Richardson Capital Management
Wisconsin
$107K – – –
RIAS
3568
Rachor Investment Advisory Services
Michigan
$107K +$548 +7 +0.5%
PFGWM
3569
Price Financial Group Wealth Management
Oregon
$106K +$94.9K +1,212 New
DF
3570
DecisionPoint Financial
Arizona
$105K – – –
BIM
3571
Bullseye Investment Management
Ohio
$105K – – –
MTI
3572
Merrithew & Thorsten Inc
California
$104K +$626 +8 +0.6%
LHEI
3573
Leo H. Evart Inc
California
$104K +$105K +1,336 New
TWD
3574
True Wealth Design
Ohio
$103K +$9.31K +119 +10%
FCMT
3575
Founders Capital Management (Texas)
Texas
$103K – – –