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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
901
Coppell Advisory Solutions
Texas
– -$7.84K -269 Closed
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
– -$7.25K -250 Closed
MRP
903
Measured Risk Portfolios
California
– -$7.25K -250 Closed
CCA
904
Cadent Capital Advisors
Oklahoma
– -$5.51K -190 Closed
TAM
905
Tucker Asset Management
Colorado
– -$4.93K -170 Closed
DWM
906
Dogwood Wealth Management
Kansas
– -$4.35K -150 Closed
NWWA
907
New Wave Wealth Advisors
Arkansas
– -$3.48K -120 Closed
UBP
908
Union Bancaire Privee
Switzerland
– -$2.21K -95 Closed
CPL
909
Capital & Planning LLC
Georgia
– -$1.59K -55 Closed
DRP
910
Decker Retirement Planning
Utah
– -$1.54K -53 Closed
PAM
911
Parvin Asset Management
South Dakota
– -$1.45K -50 Closed
FWM
912
FLP Wealth Management
Arkansas
– -$1.3K -45 Closed
OC
913
Oarsman Capital
Wisconsin
– -$1.01K -35 Closed
ADL
914
Asset Dedication LLC
California
– -$696 -24 Closed
CA
915
Continuum Advisory
Idaho
– -$696 -24 Closed
MA
916
Montag & Associates
Georgia
– -$609 -21 Closed
RCM
917
Raleigh Capital Management
North Carolina
– -$580 -20 Closed
HI
918
Hoey Investments
Pennsylvania
– -$435 -15 Closed
HI
919
Human Investing
Oregon
– -$319 -11 Closed
SC
920
Swan Capital
Florida
– -$319 -11 Closed
LFA
921
Legend Financial Advisors
Pennsylvania
– -$87 -3 Closed
OAJ
922
Ogorek Anthony Joseph
New York
– +$305 +9 New