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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Proathlete Wealth Management
Florida
– -$8.24K -359 Closed
GWS
427
Greykasell Wealth Strategies
California
– -$6.89K -300 Closed
BBHC
428
Brown Brothers Harriman & Co
New York
– -$6.54K -285 Closed
CI
429
Cordant Inc
Oregon
– -$6.45K -281 Closed
PWA
430
Physician Wealth Advisors
Utah
– -$5.3K -231 Closed
GJIA
431
Glass Jacobson Investment Advisors
Maryland
– -$5.22K -225 Closed
CWM
432
Compass Wealth Management
Connecticut
– -$4.59K -200 Closed
SHF
433
Safe Harbor Fiduciary
Florida
– -$4.59K -200 Closed
CWM
434
Crowley Wealth Management
Delaware
– -$4.29K -187 Closed
ZBNA
435
Zions Bancorporation, National Association
Utah
– -$4.16K -181 Closed
SAM
436
Smartleaf Asset Management
Massachusetts
– -$3.03K -132 Closed
GWMI
437
Guardian Wealth Management (Illinois)
Illinois
– -$2.87K -125 Closed
PPWM
438
PFG Private Wealth Management
Florida
– -$2.85K -124 Closed
T
439
Tidemark
California
– -$2.41K -105 Closed
FIA
440
FNY Investment Advisers
New York
– -$2K -100 Closed
GWSG
441
GPS Wealth Strategies Group
Colorado
– -$2.3K -100 Closed
QC
442
Quent Capital
New York
– -$1.88K -82 Closed
HI
443
Harbour Investments
Wisconsin
– -$1.15K -50 Closed
UB
444
UMB Bank
Missouri
– -$1.06K -46 Closed
DF
445
DecisionPoint Financial
Arizona
– -$804 -35 Closed
MA
446
MCF Advisors
Kentucky
– -$805 -34 Closed
PMFA
447
Plante Moran Financial Advisors
Michigan
– -$620 -27 Closed
NC
448
NewSquare Capital
Pennsylvania
– -$253 -11 Closed
PCTC
449
Perkins Coie Trust Company
Washington
– -$68 -3 Closed