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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
376
Private Capital Group
Connecticut
$8K -$112K -4,980 -94%
BFC
377
Bedel Financial Consulting
Indiana
$8K – – –
BCA
378
Berman Capital Advisors
Georgia
$8K +$450 +20 +6%
WAS
379
Winch Advisory Services
Wisconsin
$7K +$5.85K +260 New
AIS
380
Accurate Investment Solutions
Pennsylvania
$6K +$5.63K +250 New
EWP
381
Engrave Wealth Partners
Texas
$6K +$5.63K +250 New
AIC
382
Ameritas Investment Company
Nebraska
$5K – – –
BWA
383
BDO Wealth Advisors
Florida
$5K – – –
ETC
384
Exchange Traded Concepts
Oklahoma
$5K +$4.28K +190 New
GAM
385
Gemmer Asset Management
California
$5K +$4.5K +200 New
EWM
386
EPG Wealth Management
Georgia
$5K +$4.72K +210 New
MIM
387
Macroview Investment Management
Maryland
$4K – – –
PMFA
388
Plante Moran Financial Advisors
Michigan
$4K +$2.25K +100 +200%
TFO
389
Tarbox Family Office
California
$4K +$2.7K +120 +240%
TCM
390
Tradewinds Capital Management
Washington
$3K – – –
EFSCE
391
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$900 +40 +57%
CCA
392
Column Capital Advisors
Indiana
$3K +$3.38K +150 New
SFSIG
393
San Francisco Sentry Investment Group
California
$2K – – –
TPWA
394
TRUE Private Wealth Advisors
Oregon
$2K +$2.25K +100 New
AS
395
Altshuler Shaham
Israel
$1K -$675 -30 -50%
SIS
396
Sound Income Strategies
Florida
$1K – – –
ADL
397
Asset Dedication LLC
California
$1K +$900 +40 New
DSC
398
Duncker Streett & Co
Missouri
$1K +$900 +40 New
HWM
399
Howard Wealth Management
Connecticut
$1K +$1.13K +50 New
AWA
400
Arkadios Wealth Advisors
Georgia
$307 +$225 +10 New
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