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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1801
Sound Income Strategies
Florida
-$20.2K -75 Closed
SFS
1802
Sunrise Financial Services
Washington
-$19.4K -73 Closed
DI
1803
DAGCO Inc
Ohio
-$17.8K -67 Closed
CIR
1804
Clear Investment Research
Georgia
-$11.9K -45 Closed
LWMI
1805
Legacy Wealth Management (Idaho)
Idaho
-$8.25K -31 Closed
FFL
1806
Financial Freedom LLC
Ohio
-$6.93K -26 Closed
IWS
1807
Intentional Wealth Strategies
Colorado
-$6.65K -25 Closed
CW
1808
Curio Wealth
Maryland
-$5.53K -21 Closed
CFG
1809
Clayton Financial Group
Missouri
-$4.26K -16 Closed
MTIC
1810
Missouri Trust & Investment Company
Missouri
-$3.72K -14 Closed
IAAG
1811
Innovative Asset Advisors Group
Connecticut
-$3.47K -13 Closed
First Eagle Investment Management
1812
First Eagle Investment Management
New York
-$2.13K -8 Closed
IPS
1813
Investors Portfolio Services
Washington
-$1.99K -8 Closed
LAS
1814
Lloyd Advisory Services
Georgia
-$1.86K -7 Closed
GWSA
1815
Global Wealth Strategies & Associates
Colorado
-$1.6K -6 Closed
PWA
1816
Portus Wealth Advisors
North Carolina
-$1.33K -5 Closed
TM
1817
Torren Management
California
-$1.33K -5 Closed
1IA
1818
1620 Investment Advisors
Massachusetts
-$1.24K -4 Closed
NF
1819
Napier Financial
Massachusetts
-$798 -3 Closed
TWM
1820
TopTier Wealth Management
Wisconsin
-$798 -3 Closed
NWS
1821
Nvest Wealth Strategies
Ohio
-$533 -2 Closed