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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
576
Avion Wealth
Texas
$2K +$2.36K +111 +222%
FP
577
Financial Perspectives
Minnesota
$1.99K – – –
MWM
578
Mosley Wealth Management
California
$1.99K +$1.74K +82 +293%
SWAG
579
Spectrum Wealth Advisory Group
California
$1.99K +$2.34K +110 New
CPG
580
Cornerstone Planning Group
New Jersey
$1.99K +$1.1K +52 +85%
DRP
581
Decker Retirement Planning
Utah
$1.95K +$2.29K +108 New
CFO
582
CVA Family Office
Colorado
$1.92K -$14.2K -667 -86%
TFA
583
Transamerica Financial Advisors
Florida
$1.91K -$191 -9 -8%
APW
584
Allied Private Wealth
Florida
$1.91K +$2.12K +100 New
GIA
585
GHP Investment Advisors
Colorado
$1.81K -$977 -46 -32%
AS
586
Altshuler Shaham
Israel
$1.81K – – –
BFS
587
Burkett Financial Services
South Carolina
$1.81K – – –
OA
588
Operose Advisors
Wisconsin
$1.81K – – –
AWM
589
Aberdeen Wealth Management
Illinois
$1.81K +$2.12K +100 New
TCM
590
Timbuktu Capital Management
Massachusetts
$1.81K +$2.12K +100 New
SSG
591
Summit Securities Group
New York
$1.79K +$573 +27 +38%
BAM
592
Bellevue Asset Management
Washington
$1.72K +$2.02K +95 New
PIS
593
POM Investment Strategies
North Carolina
$1.7K +$2K +94 New
ADL
594
Asset Dedication LLC
California
$1.68K – – –
HIA
595
Highland Investment Advisors
Florida
$1.63K +$1.91K +90 New
RF
596
Rossby Financial
Florida
$1.61K -$10.3K -486 -85%
CFM
597
Cornerstone Financial Management
Massachusetts
$1.59K -$573 -27 -23%
CSC
598
Caldwell Sutter Capital
California
$1.45K – – –
VFM
599
Vision Financial Markets
Connecticut
$1.44K – – –
CA
600
Crewe Advisors
Utah
$1.43K -$722 -34 -30%
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