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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
601
Atlas Capital Advisors
Wyoming
– -$2.36K -160 Closed
MWC
602
MBM Wealth Consultants
Missouri
– -$1K -122 Closed
POIA
603
Pin Oak Investment Advisors
Texas
– -$1.42K -105 -80%
MC
604
Machina Capital
France
– -$1.48K -100 Closed
SL
605
Savior LLC
Massachusetts
– -$1.48K -100 Closed
CCP
606
Carmel Capital Partners
California
– -$1.25K -85 Closed
WTA
607
Washington Trust Advisors
Massachusetts
– -$1.18K -80 Closed
GFWA
608
Grey Fox Wealth Advisors
Delaware
– -$768 -52 Closed
AWM
609
Accel Wealth Management
Iowa
– -$679 -46 Closed
CP
610
Castleview Partners
Texas
– -$664 -45 Closed
RBC
611
Roble Belko & Company
Pennsylvania
– -$1K -39 Closed
CM
612
Cornerstone Management
Georgia
– -$296 -20 Closed
IWP
613
IAG Wealth Partners
Wisconsin
– -$295 -20 Closed
FCAS
614
First Command Advisory Services
Texas
– -$236 -16 Closed
BCA
615
Bray Capital Advisors
Florida
– -$148 -10 Closed
TCWA
616
Ten Capital Wealth Advisors
Washington
– -$103 -7 Closed
CAC
617
Core Alternative Capital
Georgia
– -$59 -4 Closed
PCTC
618
Perkins Coie Trust Company
Washington
– -$59 -4 Closed
TFA
619
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
SFCL
620
Strengthening Families & Communities LLC
Massachusetts
– +$108 +8 New
FMP
621
Financial Management Professionals
Texas
– +$149 +11 +85%