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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
676
Moody Lynn & Lieberson
Massachusetts
$234K +$243K +3,000 New
JC
677
Jacobs & Co
California
$234K – – –
SWM
678
Shelton Wealth Management
Texas
$234K -$566 -7 -0.2%
MFG
679
Merit Financial Group
Georgia
$233K -$115K -1,420 -32%
SC
680
Scotia Capital
Ontario, Canada
$233K -$3.56K -44 -1%
NRG
681
Nemes Rush Group
Michigan
$232K -$80K -989 -25%
PCS
682
Personal CFO Solutions
New Jersey
$232K +$1.13K +14 +0.5%
AWA
683
Arkadios Wealth Advisors
Georgia
$232K +$240K +2,972 New
WLPWM
684
Walled Lake Planning & Wealth Management
Illinois
$231K -$2.99K -37 -1%
PRS
685
Pinkerton Retirement Specialists
Idaho
$230K +$238K +2,941 New
ZIM
686
Zacks Investment Management
Illinois
$230K +$238K +2,939 New
BFC
687
Bedel Financial Consulting
Indiana
$229K – – –
DPI
688
Diversified Portfolios Inc
Michigan
$224K -$202K -2,498 -47%
VIM
689
Vista Investment Management
Pennsylvania
$224K -$45.6K -564 -16%
V
690
ViaWealth
Kansas
$223K -$51.3K -635 -18%
KPWS
691
Kestra Private Wealth Services
Texas
$223K +$231K +2,851 New
SIC
692
Sigma Investment Counselors
Michigan
$221K -$28.3K -350 -11%
LMKC
693
L.M. Kohn & Company
Ohio
$221K – – –
LA
694
Latitude Advisors
Florida
$220K +$10.8K +133 +5%
BC
695
Bridgefront Capital
Texas
$220K +$227K +2,813 New
BWFA
696
Baltimore-Washington Financial Advisors
Maryland
$220K +$809 +10 +0.4%
MFG
697
MidWestOne Financial Group
Iowa
$219K +$227K +2,806 New
BP
698
Ballentine Partners
Massachusetts
$219K +$8.49K +105 +4%
TCWM
699
Total Clarity Wealth Management
Illinois
$218K +$7.68K +95 +4%
TC
700
Truvestments Capital
Florida
$218K -$7.36K -91 -3%
26 27
28
29 30