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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
226
Coppell Advisory Solutions
Texas
-$170 -29 Closed
JWA
227
JFS Wealth Advisors
Pennsylvania
-$6 -1 Closed
C
228
Covestor
United Kingdom
+$95 +16 +28%
AW
229
Avion Wealth
Texas
+$976 +164 New