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Name Holding Trade Value Shares
Change
Change in
Stake
BG
626
Bollard Group
Massachusetts
-$2K -160 Closed
Amundi
627
Amundi
France
-$1.74K -141 Closed
ACM
628
AUA Capital Management
Pennsylvania
-$1.33K -120 Closed
AF
629
Affiance Financial
Minnesota
-$1.18K -106 Closed
MWM
630
MinichMacGregor Wealth Management
New York
-$1.13K -102 Closed
WOSD
631
WFA of San Diego
California
-$1.12K -101 Closed
RDFA
632
Ritter Daniher Financial Advisory
Ohio
-$1.07K -96 Closed
HNWAG
633
High Net Worth Advisory Group
Florida
-$1.06K -95 Closed
MS
634
Madden Securities
Texas
-$890 -80 Closed
GKIM
635
GW&K Investment Management
Massachusetts
-$1K -75 Closed
EE
636
EWG Elevate
California
-$745 -67 Closed
DWP
637
Destiny Wealth Partners
Florida
-$667 -60 Closed
AW
638
Avion Wealth
Texas
-$568 -40 -51%
CAS
639
Coppell Advisory Solutions
Texas
-$423 -38 Closed
CASC
640
Coppell Advisory Solutions Corp
Texas
-$423 -38 Closed
FWA
641
Freedom Wealth Alliance
Wisconsin
-$222 -20 Closed
TCCM
642
Timber Creek Capital Management
Massachusetts
-$211 -19 Closed
ACP
643
Arcus Capital Partners
Georgia
-$167 -15 Closed
FA
644
Fiduciary Alliance
South Carolina
-$167 -15 Closed
R
645
Rebalance
California
-$167 -15 Closed
CF
646
Concorde Financial
Texas
-$108 -13 Closed
AWM
647
Activest Wealth Management
Florida
-$133 -12 Closed
LWP
648
Laurel Wealth Planning
Minnesota
-$100 -9 Closed
RWM
649
Ruedi Wealth Management
Illinois
-$100 -9 Closed
JEST
650
JTC Employer Solutions Trustee
Jersey
+$440 +31 New