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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
HighMark Wealth Management
Minnesota
$8K -$3.03K -157 -28%
EW
702
Evoke Wealth
California
$8K – – –
IAIM
703
International Assets Investment Management
Florida
$8K – – –
LAS
704
Lloyd Advisory Services
Georgia
$8K – – –
APC
705
Aspire Private Capital
North Carolina
$8K +$6.62K +343 +464%
MWP
706
Meridian Wealth Partners
Pennsylvania
$7K +$6.46K +335 New
RA
707
Resolute Advisors
California
$7K +$6.68K +346 New
LB
708
Legacy Bridge
Iowa
$6K – – –
FHA
709
First Horizon Advisors
Tennessee
$6K +$656 +34 +13%
APWA
710
Atlas Private Wealth Advisors
New Jersey
$6K +$830 +43 +16%
WP
711
WealthShield Partners
North Carolina
$6K +$5.92K +307 New
BA
712
Bellwether Advisors
Nebraska
$6K +$6.27K +325 New
RMC
713
Resources Management Corp
Connecticut
$5K -$2.47K -128 -32%
CLOS
714
Compagnie Lombard Odier SCmA
Switzerland
$5K – – –
JCM
715
Jacobi Capital Management
Pennsylvania
$5K – – –
AWC
716
Abundance Wealth Counselors
Pennsylvania
$5K +$4.75K +246 New
TVWM
717
Tower View Wealth Management
Wisconsin
$5K +$4.92K +255 New
DSC
718
Duncker Streett & Co
Missouri
$4K – – –
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
HWA
720
HHM Wealth Advisors
Tennessee
$4K – – –
AP
721
Atwood & Palmer
Missouri
$4K +$4.25K +220 New
RWM
722
Raffa Wealth Management
District of Columbia
$3.6K +$945 +49 +37%
GAM
723
Gemmer Asset Management
California
$3K -$2.89K -150 -50%
SFSIG
724
San Francisco Sentry Investment Group
California
$3K – – –
CHC
725
City Holding Co
West Virginia
$2K -$10.6K -550 -85%