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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2851
HighMark Wealth Management
Minnesota
$114K +$963 +9 +0.8%
CDIA
2852
Capital Directions Investment Advisors
Georgia
$108K -$178K -1,664 Closed
ARIS
2853
Advanced Research Investment Solutions
California
$108K +$86.7K +810 +245%
FEG
2854
Financial Enhancement Group
Indiana
$108K +$103K +959 +502%
NIM
2855
NuWave Investment Management
New Jersey
$107K -$926K -8,650 -88%
ICM
2856
Islay Capital Management
Texas
$107K -$82.7K -773 -40%
BCP
2857
Blue Chip Partners
Michigan
$107K +$122K +1,139 New
KFS
2858
Kelly Financial Services
Massachusetts
$105K +$18.4K +172 +18%
CFG
2859
CKW Financial Group
Hawaii
$100K
NOI
2860
Newton One Investments
Delaware
$98K
JWM
2861
Janiczek Wealth Management
Colorado
$98K +$4.82K +45 +5%
RA
2862
Rise Advisors
New York
$98K +$5.35K +50 +5%
ECM
2863
EMC Capital Management
Texas
$94K
JCP
2864
Jennifer C. Price
$94K
AWM
2865
Abound Wealth Management
Tennessee
$93.6K +$106K +992 New
SC
2866
Solstein Capital
California
$92K -$3.75K -35 -3%
AW
2867
Avion Wealth
Texas
$91K -$9.95K -93 -9%
LWA
2868
Lowe Wealth Advisors
Maryland
$91K +$36.8K +344 +56%
TCWA
2869
Ten Capital Wealth Advisors
Washington
$89K -$2.46K -23 -2%
KFP
2870
KB Financial Partners
New Jersey
$89K -$1.07K -10 -1%
MWA
2871
Moser Wealth Advisors
Washington
$89K +$24.6K +230 +32%
AIM
2872
Axiom Investment Management
New York
$88K +$97.4K +910 New
RWM
2873
Raffa Wealth Management
District of Columbia
$86.9K
ACM
2874
Antonetti Capital Management
Florida
$84K
DI
2875
Disciplined Investments
Oklahoma
$84K +$6.21K +58 +7%