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RDDT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
626
CVA Family Office
Colorado
$67.6K +$2.55K +15 +3%
GAA
627
Global Assets Advisory
Florida
$67.6K +$85.4K +502 New
CA
628
Cache Advisors
California
$60.1K +$75.9K +446 New
NFSG
629
Newbridge Financial Services Group
Florida
$57.9K -$861K -5,057 -92%
IRAG
630
Investment Research & Advisory Group
Georgia
$57.9K – – –
FHC
631
First Horizon Corporation
Tennessee
$56.7K -$5.28K -31 -7%
HNB
632
Huntington National Bank
Ohio
$54.5K +$23.1K +136 +51%
PWM
633
Peterson Wealth Management
Nevada
$54.5K +$68.9K +405 New
WPWM
634
Western Pacific Wealth Management
Illinois
$53.9K – – –
GFM
635
GF Fund Management
China
$53.5K +$67.6K +397 New
WSFS
636
Wilmington Savings Fund Society
Delaware
$52.5K -$226K -1,325 -77%
TWM
637
TopTier Wealth Management
Wisconsin
$51.2K +$64.7K +380 New
SWA
638
SOA Wealth Advisors
New York
$50.9K – – –
APW
639
Atlantic Private Wealth
North Carolina
$50.4K – – –
TPCW
640
TD Private Client Wealth
New York
$49.7K +$27.4K +161 +77%
NEWAS
641
N.E.W. Advisory Services
Wisconsin
$48.2K +$1.7K +10 +3%
LCA
642
Legend Capital Advisors
New York
$46.9K +$59.2K +348 New
CCWM
643
Cassaday & Co Wealth Management
Virginia
$46.3K +$58.5K +344 New
HFM
644
Harvest Fund Management
China
$46K -$404K -2,374 -88%
AUB
645
Atlantic Union Bankshares
Virginia
$42.7K +$9.02K +53 +20%
VSQM
646
V-Square Quantitative Management
Illinois
$42.5K +$53.8K +316 New
GKIM
647
GW&K Investment Management
Massachusetts
$35K +$4.93K +29 +13%
VFM
648
Vision Financial Markets
Connecticut
$31K – – –
FP
649
Financial Perspectives
Minnesota
$30.2K – – –
VCM
650
Versant Capital Management
Arizona
$29.9K +$21.4K +126 +131%
24 25
26
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