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DoubleVerify
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
351
Clearstead Advisors
Cleveland,
Ohio
| – | -$42.6K | -3,724 | Closed |
|
|
SWM
352
Spire Wealth Management
Mclean,
Virginia
| – | -$4.95K | -433 | Closed |
|
|
RTL
353
Red Tortoise LLC
Atlanta,
Georgia
| – | -$2.41K | -211 | Closed |
|
354
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$3K | -201 | Closed |
|
|
CIAS
355
CBIZ Investment Advisory Services
Independence,
Ohio
| – | -$1.98K | -173 | Closed |
|
|
PWA
356
Physician Wealth Advisors
Midvale,
Utah
| – | -$561 | -49 | Closed |
|
|
AA
357
Ancora Advisors
Cleveland,
Ohio
| – | -$309 | -27 | Closed |
|
|
CFD
358
Creative Financial Designs
Kokomo,
Indiana
| – | -$172 | -15 | Closed |
|
359
AssetMark Inc
Concord,
California
| – | -$114 | -10 | Closed |
|
|
EW
360
Elyxium Wealth
San Mateo,
California
| – | -$92 | -8 | Closed |
|
|
CAL
361
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$174 | +17 | New |
|
|
AW
362
Avion Wealth
The Woodlands,
Texas
| – | +$511 | +50 | New |
|