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Name Holding Trade Value Shares
Change
Change in
Stake
T
626
TCWP
Ohio
– -$7K -268 Closed
AWA
627
Aaron Wealth Advisors
Illinois
– -$7.5K -262 Closed
SLWA
628
San Luis Wealth Advisors
California
– -$7K -252 Closed
ZB
629
Zions Bancorporation
Utah
– -$7K -239 Closed
BA
630
Bellwether Advisors
Nebraska
– -$5K -204 Closed
JWA
631
JFS Wealth Advisors
Pennsylvania
– -$2.78K -140 -93%
ACM
632
Aquatic Capital Management
Illinois
– -$3K -100 Closed
WTA
633
Washington Trust Advisors
Massachusetts
– -$3K -100 Closed
AssetMark Inc
634
AssetMark Inc
California
– -$2K -76 Closed
RIM
635
Rockbridge Investment Management
New York
– -$1.42K -50 Closed
JWM
636
Janiczek Wealth Management
Colorado
– -$794 -40 -89%
PCA
637
Providence Capital Advisors
North Carolina
– -$1K -32 Closed
BHWM
638
Beaird Harris Wealth Management
Texas
– -$1K -30 Closed
BWM
639
BerganKDV Wealth Management
Minnesota
– -$556 -28 -74%
PO
640
Private Ocean
California
– -$1K -24 Closed
CFFP
641
Center for Financial Planning
Michigan
– -$1K -20 Closed
DI
642
Disciplined Investments
Oklahoma
– -$20 -1 -10%
BBHC
643
Brown Brothers Harriman & Co
New York
– +$99 +5 New
EW
644
Evoke Wealth
California
– +$198 +10 New
RDIA
645
RE Dickinson Investment Advisors
Iowa
– +$198 +10 +50%
PWM
646
Prentice Wealth Management
New York
– +$496 +25 New
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
– +$575 +29 New