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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Sound Income Strategies
Florida
– -$4.41K -400 Closed
PWA
602
Portus Wealth Advisors
North Carolina
– -$3.35K -302 Closed
RFP
603
Root Financial Partners
California
– -$2.83K -255 Closed
Loomis, Sayles & Company
604
Loomis, Sayles & Company
Massachusetts
– -$2.19K -197 Closed
TWD
605
True Wealth Design
Ohio
– -$2.04K -184 Closed
MAS
606
MPWM Advisory Solutions
Georgia
– -$2.02K -182 Closed
II
607
Inspire Investing
Idaho
– -$1.79K -161 Closed
SL
608
Salomon & Ludwin
Virginia
– -$1.35K -120 Closed
CW
609
Curio Wealth
Maryland
– -$1.09K -98 Closed
MAFA
610
MJT & Associates Financial Advisory
Minnesota
– -$1.08K -97 Closed
AW
611
Avion Wealth
Texas
– -$972 -91 -66%
TPWA
612
Twin Peaks Wealth Advisors
California
– -$777 -70 Closed
BFS
613
Bare Financial Services
Pennsylvania
– -$477 -43 Closed
OCWP
614
Owl Creek Wealth Partners
Colorado
– -$222 -20 Closed
RCM
615
Raleigh Capital Management
North Carolina
– -$133 -12 Closed
TCM
616
Triumph Capital Management
Colorado
– -$133 -12 Closed
CFD
617
Creative Financial Designs
Indiana
– -$111 -10 Closed
DF
618
Dunhill Financial
United Kingdom
– -$69 -6 Closed
AGWCA
619
Annis Gardner Whiting Capital Advisors
Florida
– -$34 -3 Closed
BHWM
620
Bay Harbor Wealth Management
Maryland
– -$22 -2 Closed
NWM
621
Navigoe Wealth Management
California
– +$43 +4 New