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BILL Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
401
TFC Financial Management
Massachusetts
-$421 -8 Closed
OWA
402
Opal Wealth Advisors
New York
-$316 -6 Closed
GI
403
Gradient Investments
Minnesota
-$105 -2 Closed
MG
404
Mather Group
Illinois
-$137 -2 Closed
IC
405
Innealta Capital
Texas
-$53 -1 Closed
AW
406
Avion Wealth
Texas
+$463 +9 New