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