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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
3251
Stone House Investment Management
Pennsylvania
$103K +$107K +1,150 New
MSG
3252
Main Street Group
Virginia
$102K +$6.82K +73 +7%
EIM
3253
Essex Investment Management
Massachusetts
$102K
YDMI
3254
Y.D. More Investments
Israel
$101K -$42.4K -454 -29%
CCMI
3255
Creative Capital Management Investments
California
$99.9K
FDW
3256
Fourth Dimension Wealth
Ohio
$97.3K +$14K +150 +16%
CIM
3257
Contravisory Investment Management
Massachusetts
$97.2K +$101K +1,083 New
FWM
3258
FSA Wealth Management
Massachusetts
$96.1K -$15.1K -162 -13%
AWM
3259
Activest Wealth Management
Florida
$95.5K +$66.4K +711 +201%
BA
3260
Bellwether Advisors
Nebraska
$95K
EPIMS
3261
Evelyn Partners Investment Management Services
$95K
CFP
3262
Comprehensive Financial Planning
Pennsylvania
$94.5K -$93 -1 -0.1%
MC
3263
Montag & Caldwell
Georgia
$94.4K
FG
3264
Fairman Group
Pennsylvania
$93.3K -$48.4K -518 -36%
CA
3265
Centerpoint Advisors
Massachusetts
$93K -$43.5K -466 -31%
SFA
3266
Semmax Financial Advisors
North Carolina
$91.2K +$1.12K +12 +1%
CNBT
3267
Cornerstone National Bank & Trust
Illinois
$89.8K
DF
3268
DecisionPoint Financial
Arizona
$89.8K
SCB
3269
Saudi Central Bank
Saudi Arabia
$89.3K +$92.9K +995 New
HFS
3270
Hughes Financial Services
Virginia
$88.2K +$94.5K +1,012 New
IHWM
3271
Iron Horse Wealth Management
Iowa
$88.1K +$44.9K +481 +96%
UIA
3272
Ulland Investment Advisors
Minnesota
$88K
OAJ
3273
Ogorek Anthony Joseph
New York
$88K +$73.7K +789 +403%
CW
3274
Curio Wealth
Maryland
$86.9K -$81.4K -872 -100%
PWM
3275
Proathlete Wealth Management
Florida
$85.9K +$89.3K +956 New