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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
526
Private Capital Group
Connecticut
$33K +$2.74K +60 +11%
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$2.74K -60 -9%
BWM
528
BNC Wealth Management
Oregon
$32K +$28.3K +620 New
AIM
529
Anchor Investment Management
South Carolina
$30.6K – – –
QCG
530
Quadrant Capital Group
Ohio
$30K -$33.8K -740 -56%
EP
531
Eudaimonia Partners
Tennessee
$30K – – –
SFPG
532
Stonebridge Financial Planning Group
Florida
$30K – – –
HFS
533
HBC Financial Services
Washington
$30K +$9.13K +200 +100%
CHAM
534
Clear Harbor Asset Management
Connecticut
$28.5K +$25.1K +550 New
TCM
535
Tradewinds Capital Management
Washington
$26K -$2.28K -50 -9%
CI
536
CX Institutional
Indiana
$26K +$4.57K +100 +25%
CPW
537
Catalyst Private Wealth
California
$26K +$22.8K +500 New
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$26K +$22.8K +500 New
WCG
539
Weaver Consulting Group
California
$26K +$22.8K +500 New
HI
540
Hudock Inc
Pennsylvania
$25K – – –
FFA
541
Founders Financial Alliance
North Carolina
$24K +$21K +460 New
AWA
542
Arkadios Wealth Advisors
Georgia
$23.6K – – –
ADL
543
Asset Dedication LLC
California
$23K +$20.1K +440 New
BCA
544
Berman Capital Advisors
Georgia
$21K – – –
PFO
545
Pathstone Family Office
New Jersey
$21K +$6.85K +150 +60%
CA
546
Clearstead Advisors
Ohio
$21K +$7.76K +170 +71%
SIM
547
Sonora Investment Management
Arizona
$21K +$18.3K +400 New
AIP
548
Ameritas Investment Partners
Nebraska
$20K – – –
LC
549
Lindbrook Capital
California
$20K +$6.85K +150 +63%
BFC
550
Bedel Financial Consulting
Indiana
$18K – – –
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