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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
401
Pathstone Family Office
New Jersey
$6K +$7.76K +300 New
APWM
402
Atlas Private Wealth Management
New York
$6K +$8.02K +310 New
RWM
403
Raffa Wealth Management
District of Columbia
$5.79K +$7.76K +300 New
WAS
404
Winch Advisory Services
Wisconsin
$5K – – –
SSB
405
Sandy Spring Bank
Maryland
$4K -$6.99K -270 -56%
EWM
406
EPG Wealth Management
Georgia
$4K – – –
TFO
407
Tarbox Family Office
California
$4K +$1.29K +50 +29%
TPWA
408
TRUE Private Wealth Advisors
Oregon
$4K +$3.88K +150 +150%
HDIM
409
Hanson & Doremus Investment Management
Vermont
$4K +$5.17K +200 New
ETC
410
Exchange Traded Concepts
Oklahoma
$3K -$776 -30 -16%
CCA
411
Column Capital Advisors
Indiana
$3K – – –
ABC
412
Associated Banc-Corp
Wisconsin
$3K +$3.36K +130 New
SFG
413
Sowa Financial Group
Rhode Island
$3K +$4.4K +170 New
SIS
414
Sound Income Strategies
Florida
$2K +$1.55K +60 +150%
CAL
415
Capital Analysts LLC
Pennsylvania
$2K +$2.33K +90 New
BWM
416
BerganKDV Wealth Management
Minnesota
$2K +$2.59K +100 New
FWM
417
Filbrandt Wealth Management
Wisconsin
$2K +$2.59K +100 New
IF
418
Ironwood Financial
Arizona
$2K +$2.59K +100 New
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.03K -40 -36%
AS
420
Altshuler Shaham
Israel
$1K – – –
DSC
421
Duncker Streett & Co
Missouri
$1K – – –
SFSIG
422
San Francisco Sentry Investment Group
California
$1K – – –
AIM
423
Aigen Investment Management
New York
$1K +$776 +30 New
CBT
424
Capital Bank & Trust
California
$1K +$1.03K +40 New
JWA
425
JFS Wealth Advisors
Pennsylvania
$1K +$1.81K +70 New
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