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Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
401
Valeo Financial Advisors
Indiana
– -$1K -20 Closed
RWM
402
Raffa Wealth Management
District of Columbia
– -$974 -14 Closed
WEC
403
Winslow Evans & Crocker
Massachusetts
– -$2K -6 Closed