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Expensify

Name Holding Trade Value Shares
Change
Change in
Stake
Amalgamated Bank
101
Amalgamated Bank
New York
– -$3K -1,863 Closed
PD
102
Point72 (DIFC)
United Arab Emirates
– -$2.13K -1,160 Closed
EverSource Wealth Advisors
103
EverSource Wealth Advisors
Alabama
– -$1.69K -1,059 Closed
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
– -$432 -274 -56%
AW
105
Avion Wealth
Texas
– -$1K -273 Closed
Farther Finance Advisors
106
Farther Finance Advisors
California
– -$22 -13 Closed
Avior Wealth Management
107
Avior Wealth Management
Nebraska
– -$20 -11 Closed