Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
201
Total Clarity Wealth Management
Illinois
– -$6K -946 Closed
SCA
202
Snowden Capital Advisors
New York
– -$6K -900 Closed
TWA
203
TCI Wealth Advisors
Arizona
– -$4K -576 Closed
S
204
SignatureFD
Georgia
– -$3K -500 Closed
EWM
205
Edge Wealth Management
New York
– -$1K -50 Closed
C
206
Covestor
United Kingdom
– -$78 -14 -21%
Federated Hermes
207
Federated Hermes
Pennsylvania
– -$1K -1 Closed
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
– +$210 +38 +181%