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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
551
Golden State Wealth Management
California
– -$701 -5 Closed
MAS
552
MPWM Advisory Solutions
Georgia
– -$697 -5 Closed
TFM
553
TFC Financial Management
Massachusetts
– -$140 -1 Closed
AW
554
Avion Wealth
Texas
– +$140 +1 +33%