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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
701
International Assets Investment Management
Florida
$30K +$28.7K +380 New
PWM
702
Perigon Wealth Management
California
$28K +$26.4K +350 New
BFC
703
Bedel Financial Consulting
Indiana
$27K – – –
PB
704
Pinnacle Bancorp
Nebraska
$26K – – –
CA
705
Clearstead Advisors
Ohio
$25K -$7.55K -100 -24%
RG
706
Retirement Group
California
$24K +$3.02K +40 +17%
ST
707
Smithfield Trust
Pennsylvania
$24K +$5.29K +70 +30%
RWB
708
RMR Wealth Builders
New Jersey
$24K +$22.7K +300 New
SA
709
SRH Advisors
Kansas
$23K +$755 +10 +4%
GSAM
710
Grant Street Asset Management
Pennsylvania
$21K +$19.6K +260 New
TI
711
tru Independence
Oregon
$20.9K +$19.6K +260 +26%
RWM
712
Raffa Wealth Management
District of Columbia
$20.8K -$1.51K -20 -7%
CWP
713
Concord Wealth Partners
Virginia
$20K +$18.9K +250 New
SSB
714
Sandy Spring Bank
Maryland
$19K +$16.6K +220 +1,100%
AA
715
Ancora Advisors
Ohio
$18K -$3.78K -50 -18%
EFSCE
716
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$3.02K +40 +24%
AssetMark Inc
717
AssetMark Inc
California
$18K +$16.6K +220 New
HWM
718
Holloway Wealth Management
Florida
$17K – – –
OIM
719
Oder Investment Management
California
$17K +$15.9K +210 New
TFIPS
720
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K +$15.1K +200 New
TWA
721
TCI Wealth Advisors
Arizona
$16K – – –
AL
722
ADE LLC
Maryland
$16K +$15.1K +200 New
HFS
723
HBC Financial Services
Washington
$15K -$15.1K -200 -50%
CCA
724
Column Capital Advisors
Indiana
$15K +$3.02K +40 +27%
AP
725
Arlington Partners
Alabama
$15K +$14.3K +190 New