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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
551
Walled Lake Planning & Wealth Management
Illinois
$270K – – –
DACG
552
Donor Advised Charitable Giving
California
$267K – – –
HI
553
Harbour Investments
Wisconsin
$263K -$3.19K -50 -1%
RJT
554
Raymond James Trust
Florida
$260K -$58.7K -918 -21%
PA
555
Profund Advisors
Maryland
$259K -$39.2K -613 -16%
DSA
556
Droms Strauss Advisors
Missouri
$256K +$204K +3,200 New
CCP
557
Cardan Capital Partners
Colorado
$255K -$16.6K -260 -7%
AG
558
Algert Global
California
$255K – – –
JWM
559
Jackson Wealth Management
Florida
$255K +$211K +3,300 New
CI
560
Cigna Investments
Connecticut
$253K +$2.3K +36 +1%
SWA
561
Stratos Wealth Advisors
Ohio
$251K +$9.59K +150 +5%
UB
562
UMB Bank
Missouri
$249K – – –
VC
563
Vicus Capital
Pennsylvania
$248K +$204K +3,200 New
GCP
564
Gill Capital Partners
Colorado
$248K +$205K +3,210 New
SIA
565
Soltis Investment Advisors
Utah
$245K +$203K +3,170 New
BC
566
Burney Company
Virginia
$244K -$6.39K -100 -3%
VWA
567
V Wealth Advisors
Kansas
$243K +$197K +3,090 New
SCM
568
Southport Capital Management
Tennessee
$243K +$201K +3,143 New
EWM
569
Elite Wealth Management
Washington
$242K – – –
PG
570
Prostatis Group
Maryland
$239K +$198K +3,095 New
MCM
571
Monument Capital Management
Virginia
$236K +$195K +3,050 New
PFG
572
PAX Financial Group
Texas
$235K -$38K -595 -16%
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$234K – – –
SFG
574
SageGuard Financial Group
Tennessee
$233K +$192K +3,010 New
HL
575
HeadInvest LLC
Maine
$233K +$193K +3,020 New
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