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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2651
Cacti Asset Management
Georgia
$118K – – –
GC
2652
Garde Capital
Washington
$115K -$53.7K -143 -33%
AWM
2653
Abound Wealth Management
Tennessee
$114K -$375 -1 -0.3%
AA
2654
Addison Advisors
Vermont
$114K +$6.75K +18 +7%
UFF
2655
USA Financial Formulas
Michigan
$114K +$99.8K +266 +1,157%
RA
2656
Rise Advisors
New York
$112K -$21.8K -58 -17%
SAS
2657
Stelac Advisory Services
New York
$111K – – –
RDFA
2658
Ritter Daniher Financial Advisory
Ohio
$110K – – –
TLCM
2659
Twin Lakes Capital Management
California
$107K – – –
GWMIA
2660
Global Wealth Management Investment Advisory
Florida
$107K +$102K +273 New
RP
2661
Rowlandmiller & Partners
Georgia
$106K +$101K +270 New
CSWM
2662
Cassady Schiller Wealth Management
Ohio
$102K +$22.5K +60 +30%
HCM
2663
Highlander Capital Management
New Jersey
$100K – – –
LSA
2664
Lansing Street Advisors
Pennsylvania
$99.9K – – –
RI
2665
Ridgewood Investments
New Jersey
$96.6K +$22.5K +60 +32%
MHR
2666
Matthew Hamilton Rosenberg
$96.4K – – –
WAM
2667
Worth Asset Management
Texas
$95.2K – – –
PPWM
2668
PFG Private Wealth Management
Florida
$93.6K +$375 +1 +0.4%
BLC
2669
Brown, Lisle/Cummings
Rhode Island
$90.5K – – –
AFS
2670
Annapolis Financial Services
Maryland
$88.5K – – –
HWM
2671
HighMark Wealth Management
Minnesota
$85.4K +$2.63K +7 +3%
EA
2672
Evolution Advisers
Virginia
$80K – – –
AWM
2673
Activest Wealth Management
Florida
$79.4K +$40.1K +107 +40%
GCGDR
2674
Geo Capital Gestora de Recursos
Brazil
$74K -$17.3K -46 -20%
IPW
2675
Impact Partnership Wealth
Georgia
$73.5K +$70.2K +187 New