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#wealthmanagement

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Axim Planning & Wealth Invests $217,000 in Vanguard Growth ETF $VUG

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News Crypto

Swan Bitcoin is Live in New York, Bringing End-to-End Bitcoin Wealth Services to the World's Financial Capital

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News Stocks

Spire Wealth Management Has $482,000 Stock Holdings in Vertiv Holdings Co. $VRT

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News Stocks

Twin City Private Wealth LLC Sells 1,933 Shares of Oracle Corporation $ORCL

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News Stocks

Twin City Private Wealth LLC Grows Position in CarMax, Inc. $KMX

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News Stocks

Schneider Downs Wealth Management Advisors LP Purchases 16,197 Shares of iShares Core MSCI EAFE ETF $IEFA

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News Stocks

Syntegra Private Wealth Group LLC Buys 91 Shares of iShares S&P 500 Value ETF $IVE

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News Stocks

Angeles Wealth Management LLC Lowers Holdings in Lam Research Corporation $LRCX

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Consilio Wealth Advisors LLC Increases Stake in Salesforce Inc. $CRM

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Consilio Wealth Advisors LLC Purchases Shares of 1,861 The Walt Disney Company $DIS

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News Stocks

11 Best Wide Moat Stocks to Buy Right Now

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News Stocks

Watershed Private Wealth LLC Decreases Stake in Johnson & Johnson $JNJ

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Empirical Financial Services LLC d.b.a. Empirical Wealth Management Raises Holdings in Altria Group, Inc. $MO

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HCR Wealth Advisors Trims Stock Position in iShares Russell 1000 Growth ETF $IWF

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Smith Salley Wealth Management Sells 224 Shares of iShares Russell Mid-Cap ETF $IWR

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Smith Salley Wealth Management Boosts Stake in Schwab US Large-Cap ETF $SCHX

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Smith Salley Wealth Management Increases Holdings in Fidelity MSCI Industrials Index ETF $FIDU

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News Stocks

Wealth Enhancement Advisory Services LLC Has $2.03 Million Holdings in West Bancorporation, Inc. $WTBA

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Wealth Enhancement Advisory Services LLC Has $2.03 Million Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD

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TD Private Client Wealth LLC Purchases 1,538 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

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