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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
651
Cutler Group
California
$50K -$2.32M -30,000 -97%
NFG
652
Next Financial Group
Texas
$50K -$229K -2,960 -80%
RIA
653
RPG Investment Advisory
California
$49K -$7.73K -100 -12%
BDWM
654
Brewin Dolphin Wealth Management
Ireland
$46.9K – – –
TFM
655
TFC Financial Management
Massachusetts
$43K – – –
PGAM
656
Princeton Global Asset Management
New Jersey
$42K +$49.5K +640 New
GEA
657
Glen Eagle Advisors
New Jersey
$40.4K +$10.8K +140 +29%
T
658
TOBAM
France
$40K -$77.3K -1,000 -62%
LC
659
Lindbrook Capital
California
$40K +$10.8K +140 +30%
AIM
660
Anchor Investment Management
South Carolina
$38.4K – – –
CA
661
Clearstead Advisors
Ohio
$38K +$21.6K +280 +90%
AW
662
Avion Wealth
Texas
$38K +$37.1K +480 +480%
MWP
663
Meridian Wealth Partners
Pennsylvania
$38K +$44K +570 New
EP
664
Eudaimonia Partners
Tennessee
$36K +$773 +10 +2%
BFC
665
Bedel Financial Consulting
Indiana
$36K +$16.2K +210 +62%
WT
666
Washington Trust
Rhode Island
$36K +$42.5K +550 New
SFPG
667
Stonebridge Financial Planning Group
Florida
$35K – – –
TWM
668
Tradition Wealth Management
Minnesota
$34K – – –
CAGAS
669
Capital Advisory Group Advisory Services
Minnesota
$33K -$324K -4,190 -89%
CLOS
670
Compagnie Lombard Odier SCmA
Switzerland
$33K – – –
PMFA
671
Plante Moran Financial Advisors
Michigan
$33K – – –
TCM
672
Tradewinds Capital Management
Washington
$33K – – –
AF
673
Allworth Financial
California
$32K +$37.9K +490 New
CWA
674
Clearview Wealth Advisors
Oregon
$27K – – –
SIM
675
Sonora Investment Management
Arizona
$27K +$773 +10 +3%
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