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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
926
CBIZ Investment Advisory Services
Ohio
-$12.8K -90 Closed
GWM
927
Greenline Wealth Management
Florida
-$6.68K -47 Closed
CAM
928
Costello Asset Management
Pennsylvania
-$6.4K -45 Closed
IBOK
929
Independence Bank of Kentucky
Kentucky
-$5.83K -41 Closed
ADL
930
Asset Dedication LLC
California
-$5.69K -40 Closed
M
931
MOTCO
Texas
-$4.69K -33 Closed
LWM
932
Lodestone Wealth Management
Washington
-$4.27K -30 Closed
TPBG
933
Turning Point Benefit Group
Maryland
-$2.99K -21 Closed
VNA
934
Valley National Advisers
Pennsylvania
-$2K -19 Closed
OC
935
Optima Capital
Oregon
-$2.42K -17 Closed
RIAS
936
Rachor Investment Advisory Services
Michigan
-$1.71K -12 Closed
FNWA
937
Financial Network Wealth Advisors
Utah
-$1.28K -9 Closed
WWA
938
Wealth Watch Advisors
Colorado
-$996 -7 Closed
IIM
939
IFC & Insurance Marketing
California
-$1K -5 Closed
WIM
940
Westside Investment Management
California
-$711 -5 Closed
QWM
941
Quaker Wealth Management
New Jersey
-$285 -2 Closed
RJA
942
Ross\Johnson & Associates
Minnesota
-$284 -2 Closed
BBPWM
943
Blue Bell Private Wealth Management
Pennsylvania
-$142 -1 Closed
WW
944
Winnow Wealth
Texas
-$143 -1 Closed