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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1151
Clayton Financial Group
Missouri
-$3K -20 Closed
IWS
1152
Intentional Wealth Strategies
Colorado
-$3K -20 Closed
MPW
1153
MASECO Private Wealth
-$3K -20 Closed
AA
1154
Addison Advisors
Vermont
-$2.7K -18 Closed
First Eagle Investment Management
1155
First Eagle Investment Management
New York
-$2.55K -17 Closed
PWA
1156
Portus Wealth Advisors
North Carolina
-$2.1K -14 Closed
RIAS
1157
Rachor Investment Advisory Services
Michigan
-$2.1K -14 Closed
TIM
1158
Thompson Investment Management
Wisconsin
-$1.8K -12 Closed
WA
1159
Whipplewood Advisors
Colorado
-$1.8K -12 Closed
AW
1160
Ankerstar Wealth
Texas
-$1.35K -9 Closed
LWMI
1161
Legacy Wealth Management (Idaho)
Idaho
-$751 -5 Closed
JFA
1162
JNBA Financial Advisors
Minnesota
-$601 -4 Closed
MAS
1163
MPWM Advisory Solutions
Georgia
-$601 -4 Closed
TWM
1164
TopTier Wealth Management
Wisconsin
-$601 -4 Closed
BIM
1165
Breakwater Investment Management
Washington
-$451 -3 Closed
TCOT
1166
Trust Company of Toledo
Ohio
-$300 -2 Closed
FPF
1167
First Pacific Financial
Washington
-$151 -1 Closed
TFA
1168
Toth Financial Advisory
Virginia
-$151 -1 Closed
EA
1169
Evolution Advisers
Virginia
+$165 +1 New
NWM
1170
Navigoe Wealth Management
California
+$165 +1 New