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Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Waverly Advisors
Alabama
– -$5K -100 Closed
WA
552
WFG Advisors
Texas
– -$3K -54 Closed
WTB
553
Washington Trust Bank
Washington
– -$2K -40 Closed
LFG
554
LifePlan Financial Group
Ohio
– -$1K -25 Closed
PFO
555
Pathstone Family Office
New Jersey
– -$1K -19 Closed