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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$16K -$4.93K -90 -19%
CWA
602
Clearview Wealth Advisors
Oregon
$16K -$1.31K -24 -6%
HR
603
Howe & Rusling
New York
$15K +$19.7K +360 New
VVP
604
Venture Visionary Partners
Ohio
$14.4K +$18.8K +344 New
TPCW
605
TD Private Client Wealth
New York
$14.1K -$219 -4 -1%
TFM
606
TFC Financial Management
Massachusetts
$14K -$18.1K -330 -50%
WWP
607
WR Wealth Planners
Missouri
$13.2K
SFG
608
Steward Financial Group
Texas
$13K -$767 -14 -4%
CWM
609
Curi Wealth Management
North Carolina
$13K
FMTCOCP
610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
ST
611
Smithfield Trust
Pennsylvania
$13K
Bessemer Group
612
Bessemer Group
New Jersey
$13K +$17K +310 New
FMP
613
Financial Management Professionals
Texas
$12K -$1.64K -30 -9%
SA
614
SRH Advisors
Kansas
$12K
PMFA
615
Plante Moran Financial Advisors
Michigan
$12K +$1.64K +30 +12%
CAC
616
Core Alternative Capital
Georgia
$11K +$2.35K +43 +19%
CA
617
Crewe Advisors
Utah
$11K +$13.9K +253 New
PCG
618
Private Capital Group
Connecticut
$10K +$219 +4 +2%
AWM
619
Activest Wealth Management
Florida
$10K +$8.6K +157 +176%
PB
620
Pinnacle Bancorp
Nebraska
$9K
BC
621
Bartlett & Co
Ohio
$9K +$11.7K +213 New
BCWM
622
Bartlett & Co Wealth Management
Ohio
$8.92K +$11.7K +213 New
GEA
623
Glen Eagle Advisors
New Jersey
$8.38K
AIP
624
Ameritas Investment Partners
Nebraska
$8K -$11K -200 -50%
GWS
625
Glassman Wealth Services
Virginia
$8K -$5.53K -101 -36%