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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
676
Clearview Wealth Advisors
Oregon
$29K -$2.56K -40 -10%
TPCW
677
TD Private Client Wealth
New York
$28.5K +$23.5K +368 New
SSB
678
Sandy Spring Bank
Maryland
$27K
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$12.8K +200 +133%
PB
680
Pinnacle Bancorp
Nebraska
$26K
Credit Agricole
681
Credit Agricole
France
$26K +$6.39K +100 +43%
ST
682
Smithfield Trust
Pennsylvania
$25K +$1.28K +20 +7%
CA
683
Clearstead Advisors
Ohio
$24K -$17.8K -278 -47%
FHC
684
First Horizon Corporation
Tennessee
$24K
PMFA
685
Plante Moran Financial Advisors
Michigan
$23K -$12.8K -200 -40%
TWA
686
TCI Wealth Advisors
Arizona
$23K -$1.92K -30 -9%
TCM
687
TD Capital Management
Tennessee
$23K
WOC
688
West Oak Capital
California
$23K +$19.2K +300 New
SA
689
SRH Advisors
Kansas
$22K
AWM
690
Activest Wealth Management
Florida
$21K -$4.03K -63 -19%
WAS
691
Winch Advisory Services
Wisconsin
$19K -$1.28K -20 -8%
CCA
692
Column Capital Advisors
Indiana
$18K +$5.37K +84 +56%
RFA
693
Reilly Financial Advisors
California
$17K +$1.28K +20 +10%
PCG
694
Private Capital Group
Connecticut
$16K -$639 -10 -5%
HWM
695
Holloway Wealth Management
Florida
$16K
MSFP
696
Mark Sheptoff Financial Planning
Connecticut
$16K +$13.4K +210 New
TFIPS
697
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.5K
AL
698
ADE LLC
Maryland
$15K
AP
699
Arlington Partners
Alabama
$15K
LS
700
Leelyn Smith
Illinois
$14K