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RDDT

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
726
Investment Research & Advisory Group
Georgia
$74.6K – – –
SHIM
727
Stone House Investment Management
Pennsylvania
$70.6K -$54.9K -343 -46%
PWM
728
Peterson Wealth Management
Nevada
$70.3K – – –
CCWM
729
Cassaday & Co Wealth Management
Virginia
$70.1K +$9.61K +60 +17%
CI
730
CX Institutional
Indiana
$70K +$49.6K +310 +333%
WPWM
731
Western Pacific Wealth Management
Illinois
$69.4K – – –
SWA
732
SOA Wealth Advisors
New York
$65.6K – – –
APW
733
Atlantic Private Wealth
North Carolina
$64.9K – – –
BTI
734
Blue Trust Inc
Georgia
$61.8K -$25.1K -157 -31%
NFSG
735
Newbridge Financial Services Group
Florida
$61.7K -$12K -75 -17%
PAP
736
Persistent Asset Partners
Hong Kong
$59.2K +$54.6K +341 New
HFM
737
Harvest Fund Management
China
$59K – – –
CWP
738
Concord Wealth Partners
Virginia
$56.3K +$51.9K +324 New
TPCW
739
TD Private Client Wealth
New York
$53.8K -$9.45K -59 -16%
BAM
740
Byrne Asset Management
New Jersey
$51.2K +$39.9K +249 +541%
VCM
741
Versant Capital Management
Arizona
$50.5K +$11.1K +69 +31%
HIMS
742
Hager Investment Management Services
New Hampshire
$48.6K +$37.6K +235 +522%
CTC
743
Central Trust Company
Missouri
$48.1K -$110K -684 -71%
LAM
744
LOM Asset Management
$47.7K +$8.81K +55 +25%
IAS
745
IMA Advisory Services
Colorado
$47.7K +$44K +275 New
VSQM
746
V-Square Quantitative Management
Illinois
$46.9K -$7.37K -46 -15%
VFM
747
Vision Financial Markets
Connecticut
$45.5K – – –
GKIM
748
GW&K Investment Management
Massachusetts
$45K – – –
APFP
749
Action Point Financial Planning
Michigan
$43K +$37.5K +234 New
LFG
750
Larson Financial Group
Missouri
$40.6K +$17.1K +107 +84%
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