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