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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1026
Interchange Capital Partners
Pennsylvania
– -$69K -2,812 Closed
PWM
1027
Perigon Wealth Management
California
– -$62K -2,532 Closed
RWA
1028
Ropes Wealth Advisors
Massachusetts
– -$54K -2,200 Closed
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$33K -1,336 Closed
BWM
1030
Birchcreek Wealth Management
Ohio
– -$27K -1,134 Closed
CCA
1031
Childress Capital Advisors
Texas
– -$25K -1,019 Closed
ETI
1032
Enterprise Trust & Investment
California
– -$16K -624 Closed
SIAG
1033
Safeguard Investment Advisory Group
California
– -$13K -553 Closed
CTFG
1034
Capstone Triton Financial Group
Oklahoma
– -$12K -505 Closed
RPWA
1035
Regent Peak Wealth Advisors
Georgia
– -$11K -445 Closed
D
1036
Diversified
Delaware
– -$6K -300 Closed
DWM
1037
Defined Wealth Management
Oregon
– -$6K -255 Closed
M
1038
MOTCO
Texas
– -$5K -211 Closed
FPCG
1039
Fort Pitt Capital Group
Pennsylvania
– -$5K -200 Closed
AWG
1040
Altus Wealth Group
Colorado
– -$2K -100 Closed
Simplex Trading
1041
Simplex Trading
Illinois
– -$2.76K -100 Closed
LF
1042
Lee Financial
Texas
– -$1K -33 Closed
TI
1043
tru Independence
Oregon
– -$1 -32 Closed
MFT
1044
Moisand Fitzgerald Tamayo
Florida
– +$276 +10 New