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Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
1301
Wall Street Financial Group
Illinois
-$85.8K -221 Closed
DWP
1302
Destiny Wealth Partners
Florida
-$81.5K -210 Closed
TPWA
1303
Twin Peaks Wealth Advisors
California
-$80.8K -208 Closed
GSEP
1304
Golden State Equity Partners
California
-$64.8K -167 Closed
SOAM
1305
SBI Okasan Asset Management
Japan
-$59.9K -164 Closed
SWA
1306
SOA Wealth Advisors
New York
-$58.2K -150 Closed
HP
1307
Hartree Partners
New York
-$38.8K -100 Closed
AGWCA
1308
Annis Gardner Whiting Capital Advisors
Florida
-$35.7K -92 Closed
IWS
1309
Intentional Wealth Strategies
Colorado
-$28.7K -74 Closed
SA
1310
Strategic Advocates
Utah
-$22.9K -59 Closed
YP
1311
YANKCOM Partnership
South Dakota
-$9.71K -25 Closed
ACM
1312
Accent Capital Management
Ohio
-$8.15K -21 Closed
SA
1313
Scarborough Advisors
Maryland
-$7.76K -20 Closed
LWMI
1314
Legacy Wealth Management (Idaho)
Idaho
-$6.6K -17 Closed
VWM
1315
Vermillion Wealth Management
Minnesota
-$3.88K -10 Closed
HIA
1316
Harbor Investment Advisory
Maryland
-$2.33K -6 Closed
PWA
1317
Portus Wealth Advisors
North Carolina
-$1.94K -5 Closed
CW
1318
Curio Wealth
Maryland
-$776 -2 Closed
SIM
1319
Synergy Investment Management
Florida
-$776 -2 Closed
TWM
1320
TopTier Wealth Management
Wisconsin
-$776 -2 Closed
CFG
1321
Clayton Financial Group
Missouri
-$389 -1 Closed
RIAS
1322
Rachor Investment Advisory Services
Michigan
-$389 -1 Closed
EA
1323
Evolution Advisers
Virginia
+$1.02K +2 New