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Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Crewe Advisors
Utah
– -$584 -3 Closed
FFA
827
Frazier Financial Advisors
Ohio
– -$390 -2 Closed
AWM
828
Abound Wealth Management
Tennessee
– -$176 -1 Closed
CW
829
Curio Wealth
Maryland
– -$195 -1 Closed
EA
830
Evolution Advisers
Virginia
– +$423 +2 New