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IDEX
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJHT
676
Laurie J. Hall Trustee
| – | -$5K | -22 | Closed |
|
|
WP
677
WealthPLAN Partners
Omaha,
Nebraska
| – | -$2.8K | -13 | Closed |
|
678
AssetMark Inc
Concord,
California
| – | -$1.94K | -9 | Closed |
|
|
IPW
679
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.94K | -9 | Closed |
|
|
DI
680
Disciplined Investments
Tulsa,
Oklahoma
| – | -$1.72K | -8 | Closed |
|
|
SIA
681
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$2K | -8 | Closed |
|
|
CAS
682
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.07K | -5 | Closed |
|
|
CPG
683
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$861 | -4 | Closed |
|
|
BAAM
684
Baker Avenue Asset Management
San Francisco,
California
| – | -$431 | -2 | Closed |
|
|
CA
685
Crewe Advisors
Salt Lake City,
Utah
| – | -$431 | -2 | Closed |
|
|
NRG
686
Nemes Rush Group
Novi,
Michigan
| – | -$431 | -2 | Closed |
|
|
AW
687
Avion Wealth
The Woodlands,
Texas
| – | +$651 | +3 | New |
|