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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
801
Ameritas Advisory Services
Nebraska
-$11.8K -250 Closed
CTWM
802
Cherry Tree Wealth Management
Minnesota
-$11.4K -242 Closed
BMC
803
Bear Mountain Capital
Washington
-$11K -222 Closed
UBP
804
Union Bancaire Privee
Switzerland
-$8.65K -190 Closed
TCM
805
TruNorth Capital Management
Michigan
-$7.69K -163 Closed
NC
806
North Capital
Utah
-$5.05K -107 Closed
CA
807
Centerpoint Advisors
Massachusetts
-$4K -94 Closed
FFO
808
Fortitude Family Office
Arizona
-$4.01K -85 Closed
SC
809
SouthState Corp
Florida
-$3.82K -81 Closed
CFP
810
Comprehensive Financial Planning
Pennsylvania
-$3.3K -70 Closed
GIA
811
GHP Investment Advisors
Colorado
-$3.21K -68 Closed
GWSG
812
GPS Wealth Strategies Group
Colorado
-$3.12K -66 Closed
HDIM
813
Hanson & Doremus Investment Management
Vermont
-$3K -65 Closed
GSWM
814
Golden State Wealth Management
California
-$2.12K -45 Closed
ETS
815
ESL Trust Services
New York
-$1.56K -33 Closed
PWAM
816
Private Wealth Asset Management
Iowa
-$1.09K -23 Closed
FPF
817
First Pacific Financial
Washington
-$944 -20 Closed
GFWA
818
Grey Fox Wealth Advisors
Delaware
-$850 -18 Closed