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Datadog
DDOG

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
601
United Capital Financial Advisors
Texas
$306K +$260K +2,520 New
WI
602
WBI Investments
New Jersey
$305K +$259K +2,516 New
BRWA
603
B. Riley Wealth Advisors
Florida
$299K -$96K -932 -27%
MPPLM
604
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$290K +$18.8K +183 +8%
FNT
605
First National Trust
Pennsylvania
$287K +$244K +2,368 New
SPIA
606
Steward Partners Investment Advisory
New York
$283K -$11.4K -111 -5%
SVWAG
607
Sound View Wealth Advisors Group
Georgia
$283K -$7.21K -70 -3%
CWM
608
Congress Wealth Management
Massachusetts
$281K +$238K +2,311 New
FHA
609
Flagship Harbor Advisors
Massachusetts
$280K -$3.19K -31 -1%
NCFG
610
New Century Financial Group
New Jersey
$280K +$237K +2,303 New
VCM
611
Vivaldi Capital Management
Illinois
$278K +$217K +2,108 New
RSWM
612
Robertson Stephens Wealth Management
California
$277K +$235K +2,278 New
PWM
613
Prosperity Wealth Management
California
$275K – – –
ODG
614
O'Dell Group
Ohio
$273K +$232K +2,248 New
FMLI
615
Fukoku Mutual Life Insurance
Japan
$268K +$227K +2,207 New
PL
616
Perpetual Ltd
Australia
$267K +$227K +2,200 New
MAS
617
Meeder Advisory Services
Ohio
$266K +$226K +2,191 New
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$265K -$56.5K -549 -20%
CP
619
Castleview Partners
Texas
$263K -$4.02K -39 -2%
OFS
620
OneAscent Financial Services
Alabama
$262K +$222K +2,156 New
DILIC
621
Dai-ichi Life Insurance Company
Japan
$260K -$1.34M -13,000 -86%
USCWA
622
U.S. Capital Wealth Advisors
Texas
$257K +$218K +2,115 New
IFWM
623
Institute for Wealth Management
Colorado
$253K +$215K +2,088 New
SS
624
Sunbelt Securities
Texas
$253K -$9.48K -92 -4%
PIA
625
Powell Investment Advisors
Florida
$249K +$211K +2,048 New
23 24
25
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