Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2226
TFC Financial Management
Massachusetts
$113K – – –
EI
2227
Ellevest Inc
New York
$112K +$538 +40 +0.5%
SL
2228
Savior LLC
Massachusetts
$112K +$9.14K +680 +9%
VCM
2229
Vigilant Capital Management
Maine
$109K +$2.15K +160 +2%
RWM
2230
Raffa Wealth Management
District of Columbia
$108K +$3.23K +240 +3%
WCM
2231
Wealthcare Capital Management
Virginia
$108K +$109K +8,120 New
DWMG
2232
DB Wealth Management Group
California
$107K – – –
IWP
2233
IAG Wealth Partners
Wisconsin
$107K – – –
LWA
2234
Lenox Wealth Advisors
New York
$101K -$11.8K -880 -10%
SC
2235
SouthState Corp
Florida
$99K -$2.15K -160 -2%
RIM
2236
Rockbridge Investment Management
New York
$97K -$12.4K -920 -11%
1C
2237
1623 Capital
Virginia
$95K +$95.2K +7,080 New
MIM
2238
Meridiem Investment Management
United Kingdom
$93K -$21.5K -1,600 -19%
AIM
2239
Arcadia Investment Management
Michigan
$93K +$16.1K +1,200 +21%
HMS
2240
Hanseatic Management Services
New Mexico
$92K -$17.7K -1,320 -16%
DOA
2241
D'Orazio & Associates
Virginia
$91K +$86K +6,400 +1,600%
CWM
2242
Cedar Wealth Management
California
$91K +$91.4K +6,800 New
IRC
2243
Investors Research Corp
Georgia
$90K – – –
SFPG
2244
Stonebridge Financial Planning Group
Florida
$88K – – –
TCWA
2245
Ten Capital Wealth Advisors
Washington
$85K – – –
PGAM
2246
Princeton Global Asset Management
New Jersey
$80K -$124K -9,200 -61%
HWM
2247
HighMark Wealth Management
Minnesota
$80K -$3.23K -240 -4%
LF
2248
Lee Financial
Texas
$76K -$17.7K -1,320 -19%
TIM
2249
Thornburg Investment Management
New Mexico
$75K – – –
MAM
2250
McCarthy Asset Management
California
$74K – – –