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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Accurate Wealth Management
Florida
-$18.9K -134 Closed
NSB
1202
Norway Savings Bank
Maine
-$15.4K -110 Closed
FP
1203
Financial Perspectives
Minnesota
-$14K -100 Closed
MPCL
1204
My Personal CFO LLC
Washington
-$13.5K -96 Closed
GIA
1205
Goodwin Investment Advisory
Georgia
-$11.6K -83 Closed
CAS
1206
Coppell Advisory Solutions
Texas
-$10.2K -73 Closed
CASC
1207
Coppell Advisory Solutions Corp
Texas
-$10.2K -73 Closed
HNWAG
1208
High Net Worth Advisory Group
Florida
-$9.82K -70 Closed
CAL
1209
Capital Advisors Ltd
Ohio
-$1K -69 Closed
LS
1210
Leelyn Smith
Illinois
-$9.06K -65 Closed
EI
1211
Ellevest Inc
New York
-$8.42K -60 Closed
BCM
1212
Birch Capital Management
Texas
-$6.65K -47 Closed
LWCFA
1213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6.32K -45 Closed
IBOK
1214
Independence Bank of Kentucky
Kentucky
-$5K -35 Closed
CSWM
1215
Cassady Schiller Wealth Management
Ohio
-$4.49K -32 Closed
TCM
1216
Tradewinds Capital Management
Washington
-$1.97K -14 Closed
SC
1217
Sierra Capital
Florida
-$1K -9 Closed
SIA
1218
SkyView Investment Advisors
New Jersey
+$300 +2 New