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Name Holding Trade Value Shares
Change
Change in
Stake
M
1301
MOTCO
Texas
– -$41.9K -288 Closed
ZIG
1302
Zullo Investment Group
Pennsylvania
– -$27.5K -189 Closed
CNBTD
1303
Citizens National Bank Trust Department
Mississippi
– -$22K -150 Closed
AWM
1304
Accurate Wealth Management
Florida
– -$22.1K -145 Closed
CAS
1305
Coppell Advisory Solutions
Texas
– -$13.7K -94 Closed
CASC
1306
Coppell Advisory Solutions Corp
Texas
– -$13.7K -94 Closed
CS
1307
Comerica Securities
Michigan
– -$12.9K -88 Closed
LS
1308
Leelyn Smith
Illinois
– -$8.15K -56 Closed
SC
1309
Seldon Capital
California
– -$8.01K -55 Closed
FWA
1310
Freedom Wealth Alliance
Wisconsin
– -$7.28K -50 Closed
MWM
1311
MinichMacGregor Wealth Management
New York
– -$7.13K -49 Closed
GMA
1312
Glassy Mountain Advisors
Maryland
– -$5.09K -35 Closed
BHWM
1313
Beaird Harris Wealth Management
Texas
– -$4.8K -33 Closed
EE
1314
EWG Elevate
California
– -$4.8K -33 Closed
MS
1315
Madden Securities
Texas
– -$2.91K -20 Closed
CFFP
1316
Center for Financial Planning
Michigan
– -$2.18K -15 Closed
CA
1317
Crewe Advisors
Utah
– -$2.18K -15 Closed
VCM
1318
Vigilant Capital Management
Maine
– -$2K -15 Closed
MPCL
1319
My Personal CFO LLC
Washington
– -$1.75K -12 Closed
NC
1320
NewSquare Capital
Pennsylvania
– -$1.31K -9 Closed
LF
1321
Lee Financial
Texas
– -$728 -5 Closed
GKIM
1322
GW&K Investment Management
Massachusetts
– +$312 +2 New
SWG
1323
Summit Wealth Group
Vermont
– +$3.53M +22,678 New