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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
-$5K -100 Closed
GAM
202
Gemmer Asset Management
California
-$1K -34 Closed
TFO
203
Tarbox Family Office
California
-$1K -31 Closed
AF
204
Allworth Financial
California
+$224 +5 New