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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
801
CBIZ Investment Advisory Services
Ohio
– -$5.9K -37 Closed
WPA
802
Wealth Preservation Advisors
Tennessee
– -$5.58K -35 Closed
UFPG
803
United Financial Planning Group
New York
– -$3.03K -19 Closed
BCWM
804
Bartlett & Co Wealth Management
Ohio
– -$2.71K -17 Closed
MSWM
805
Mowery & Schoenfeld Wealth Management
Illinois
– -$2.71K -17 Closed
AWM
806
Abound Wealth Management
Tennessee
– -$2.39K -15 Closed
1NWS
807
1 North Wealth Services
Maryland
– -$2.07K -13 Closed
RAM
808
Reflection Asset Management
South Carolina
– -$1.99K -13 Closed
HHMI
809
Howard Hughes Medical Institute
Maryland
– -$1.59K -10 Closed
WWA
810
Wealth Watch Advisors
Colorado
– -$1.59K -10 Closed
CTB
811
Country Trust Bank
Illinois
– -$1.12K -7 Closed
TPBG
812
Turning Point Benefit Group
Maryland
– -$1.11K -7 Closed
AIS
813
Advocate Investing Services
Maryland
– -$637 -4 Closed
OC
814
Optima Capital
Oregon
– -$637 -4 Closed
SC
815
Solstein Capital
California
– -$478 -3 Closed
TM
816
Torren Management
California
– -$483 -3 Closed
DWM
817
Darwin Wealth Management
Florida
– -$318 -2 Closed
SEP
818
Signature Equity Partners
Ohio
– -$319 -2 Closed
SFCL
819
Strengthening Families & Communities LLC
Massachusetts
– -$319 -2 Closed
SFG
820
Strive Financial Group
Indiana
– -$319 -2 Closed
HIA
821
HFM Investment Advisors
New Jersey
– -$160 -1 Closed
LB
822
Legacy Bridge
Iowa
– -$160 -1 Closed
PWAM
823
Private Wealth Asset Management
Iowa
– -$159 -1 Closed