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PATH
PATH
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BGAI
526
Bruce G. Allen Investments
Denver,
Colorado
| – | -$534 | -42 | Closed |
|
|
BBHC
527
Brown Brothers Harriman & Co
New York
| – | -$470 | -37 | Closed |
|
|
OP
528
ORG Partners
Roanoke,
Indiana
| – | -$343 | -27 | Closed |
|
529
AssetMark Inc
Concord,
California
| – | -$330 | -26 | Closed |
|
|
CAS
530
Coppell Advisory Solutions
Coppell,
Texas
| – | -$178 | -14 | Closed |
|
|
SIC
531
SJS Investment Consulting
Sylvania,
Ohio
| – | -$26 | -2 | Closed |
|
|
HWM
532
Hemington Wealth Management
Falls Church,
Virginia
| – | +$219 | +17 | +34% |
|
|
AW
533
Avion Wealth
The Woodlands,
Texas
| – | +$772 | +60 | New |
|