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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
301
Lenox Wealth Advisors
New York
– -$1K -27 Closed
AssetMark Inc
302
AssetMark Inc
California
– -$1K -20 Closed
ACS
303
Archford Capital Strategies
Illinois
– -$1K -16 Closed
PCP
304
Proficio Capital Partners
Massachusetts
– +$278 +9 New