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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
676
Kore Private Wealth
New York
-$4K -81 Closed
PA
677
Procyon Advisors
Connecticut
-$5K -79 Closed
FANJ
678
Financial Architects (New Jersey)
New Jersey
-$4K -78 Closed
ClearBridge Investments
679
ClearBridge Investments
New York
-$4K -73 Closed
WFMPM
680
Woodley Farra Manion Portfolio Management
Indiana
-$4K -68 Closed
BL
681
Balentine LLC
Georgia
-$4K -62 Closed
CWP
682
CFM Wealth Partners
Texas
-$3K -60 Closed
CDIA
683
Capital Directions Investment Advisors
Georgia
-$3.79K -59 -98%
BWA
684
BDO Wealth Advisors
Florida
-$3.27K -51 -89%
FWM
685
Filbrandt Wealth Management
Wisconsin
-$2.12K -33 -94%
FMB
686
Field & Main Bank
Kentucky
-$2K -32 Closed
RWG
687
Regal Wealth Group
California
-$2K -30 Closed
CFD
688
Creative Financial Designs
Indiana
-$1.67K -26 -81%
EWM
689
Edge Wealth Management
New York
-$1K -18 Closed
BFIM
690
Beese Fulmer Investment Management
Ohio
-$1K -15 Closed
WAMC
691
Western Asset Management Company
California
-$1K -12 Closed
AWM
692
Apollon Wealth Management
South Carolina
-$1K -10 Closed
GWMIA
693
Global Wealth Management Investment Advisory
Florida
-$642 -10 -77%
MWA
694
MFA Wealth Advisors
Pennsylvania
-$461 -8 Closed
RBC
695
Roble Belko & Company
Pennsylvania
-$321 -5 -83%
PO
696
Private Ocean
California
-$128 -2 -33%
RCA
697
Ranch Capital Advisors
Florida
-$128 -2 -11%
ADL
698
Asset Dedication LLC
California
-$64 -1 -3%
TPWA
699
TRUE Private Wealth Advisors
Oregon
-$64 -1 -9%
CPW
700
Catalyst Private Wealth
California
+$64 +1 New