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Trade Desk

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