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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
626
Robertson Stephens Wealth Management
California
-$4.55K -564 Closed
SGK
627
Steigerwald Gordon & Koch
Virginia
-$4.46K -552 Closed
CFG
628
CKW Financial Group
Hawaii
-$2.94K -500 -96%
IIM
629
IFC & Insurance Marketing
California
-$3K -430 Closed
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2.98K -400 Closed
ANBT
631
American National Bank & Trust
Texas
-$2.33K -289 Closed
GI
632
GAMMA Investing
California
-$2.15K -266 Closed
JWM
633
Jessup Wealth Management
Ohio
-$1.21K -150 Closed
NI
634
NCP Inc
California
-$1.21K -150 Closed
BWA
635
Basecamp Wealth Advisors
Washington
-$904 -112 Closed
CIA
636
Cape Investment Advisory
Georgia
-$807 -100 Closed
NEWAS
637
N.E.W. Advisory Services
Wisconsin
-$807 -100 Closed
TH
638
TCTC Holdings
Texas
-$807 -100 Closed
VWWMG
639
Vermillion & White Wealth Management Group
Pennsylvania
-$807 -100 Closed
EW
640
Elyxium Wealth
California
-$460 -57 Closed
EWP
641
Elevation Wealth Partners
California
-$436 -54 Closed
BFM
642
Brooklands Fund Management
United Kingdom
-$347 -50 Closed
KFI
643
Key Financial Inc
Pennsylvania
-$379 -47 Closed
1CP
644
1015 Capital Partners
Pennsylvania
-$226 -28 Closed
BHWM
645
Bay Harbor Wealth Management
Maryland
-$121 -15 Closed
OC
646
Optima Capital
Oregon
-$105 -13 Closed
EB
647
Eastern Bank
Massachusetts
-$89 -11 Closed
SFG
648
Strive Financial Group
Indiana
-$81 -10 Closed
DT
649
DV Trading
Illinois
-$73 -9 Closed
SA
650
Seneschal Advisors
Washington
-$65 -8 Closed