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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Accurate Wealth Management
Florida
– -$25.7K -363 Closed
RBC
702
Romano Brothers & Co
Illinois
– -$18K -265 Closed
KIG
703
Kessler Investment Group
Indiana
– -$17K -250 Closed
EE
704
EWG Elevate
California
– -$13.5K -200 Closed
MWM
705
MinichMacGregor Wealth Management
New York
– -$9.14K -135 Closed
SN
706
Sittner & Nelson
Oregon
– -$6.77K -100 Closed
FCG
707
Financial Connections Group
California
– -$6K -97 Closed
BHWM
708
Beaird Harris Wealth Management
Texas
– -$4.54K -67 Closed
CFO
709
CVA Family Office
Colorado
– -$3.86K -57 Closed
DFC
710
DB Fitzpatrick & Co
Idaho
– -$2.64K -39 Closed
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
– -$2.51K -37 Closed
MPCL
712
My Personal CFO LLC
Washington
– -$1.9K -28 Closed
CWM
713
Cranbrook Wealth Management
Michigan
– -$1.69K -25 Closed
RFG
714
RFP Financial Group
Georgia
– -$1.49K -22 Closed
IWP
715
IAG Wealth Partners
Wisconsin
– -$1.35K -20 Closed
MTIC
716
Missouri Trust & Investment Company
Missouri
– -$1K -20 Closed
RFS
717
Retirement Financial Solutions
Tennessee
– -$1.35K -20 Closed
SWM
718
Sugarloaf Wealth Management
Georgia
– -$1.35K -20 Closed
SC
719
Sierra Capital
Florida
– -$1K -18 Closed
MS
720
Madden Securities
Texas
– -$1.15K -17 Closed
ZB
721
Zions Bancorporation
Utah
– -$1.15K -17 Closed
Jones Financial Companies
722
Jones Financial Companies
Missouri
– -$1K -15 Closed
FWA
723
Freedom Wealth Alliance
Wisconsin
– -$745 -11 Closed
USCWA
724
U.S. Capital Wealth Advisors
Texas
– -$677 -10 Closed
CAS
725
Coppell Advisory Solutions
Texas
– -$474 -7 Closed