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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
901
TopTier Wealth Management
Wisconsin
– -$345 -3 Closed
CW
902
Curio Wealth
Maryland
– -$230 -2 Closed
SA
903
Scarborough Advisors
Maryland
– -$230 -2 Closed
NWM
904
Navigoe Wealth Management
California
– +$996 +8 New