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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
651
True Wealth Design
Ohio
– -$22.6K -89 Closed
ASN
652
Advisory Services Network
Georgia
– -$21.1K -83 Closed
TIM
653
Tortoise Investment Management
New York
– -$21.1K -83 Closed
MG
654
Mather Group
Illinois
– -$19K -75 Closed
CIAM
655
Caitong International Asset Management
Hong Kong
– -$17K -67 Closed
HIA
656
Harbor Investment Advisory
Maryland
– -$10.2K -40 Closed
HC
657
Hurley Capital
New York
– -$7.62K -30 Closed
MSWA
658
Marshall & Sterling Wealth Advisors
New York
– -$7.62K -30 Closed
CT
659
Colonial Trust
South Carolina
– -$8.23K -29 Closed
Optiver Holding
660
Optiver Holding
Netherlands
– -$6.6K -26 Closed
CCM
661
Cloud Capital Management
Washington
– -$2K -9 Closed
AA
662
Addison Advisors
Vermont
– -$2.03K -8 Closed
JWM
663
JPL Wealth Management
Colorado
– -$1.02K -4 Closed
RWS
664
Retirement Wealth Solutions
Wisconsin
– -$762 -3 Closed
CI
665
CX Institutional
Indiana
– -$1K -2 Closed
QC
666
Quent Capital
New York
– -$508 -2 Closed
RA
667
Rise Advisors
New York
– -$508 -2 Closed
AWM
668
Activest Wealth Management
Florida
– -$261 -1 Closed
PMFA
669
Plante Moran Financial Advisors
Michigan
– -$254 -1 Closed
SA
670
Seneschal Advisors
Washington
– -$254 -1 Closed