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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
701
TS Financial Group (TSFG)
Illinois
$6K – – –
OCM
702
Osterweis Capital Management
California
$6K +$6.03K +106 New
WAM
703
WFA Asset Management
Wisconsin
$5.97K – – –
BLC
704
Brown, Lisle/Cummings
Rhode Island
$5.97K +$5.69K +100 New
BBHC
705
Brown Brothers Harriman & Co
New York
$5K +$4.55K +80 New
GI
706
Gradient Investments
Minnesota
$4K -$1.42K -25 -25%
ADL
707
Asset Dedication LLC
California
$4K – – –
BWL
708
Bogart Wealth LLC
Virginia
$4K – – –
PTC
709
Private Trust Company
Ohio
$4K – – –
DCM
710
Davidson Capital Management
Texas
$4K +$1.42K +25 +68%
VNA
711
Valley National Advisers
Pennsylvania
$4K +$1.42K +25 +57%
PWS
712
Paragon Wealth Strategies
Florida
$4K +$3.41K +60 New
BCMLT
713
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$5.69K +100 New
MCC
714
Money Concepts Capital
Florida
$3K +$1.02K +18 +60%
VWM
715
Valley Wealth Managers
New Jersey
$3K +$1.14K +20 +67%
CFB
716
Cullen/Frost Bankers
Texas
$3K +$2.62K +46 New
MAM
717
Marquette Asset Management
Minnesota
$3K +$2.85K +50 New
BHWM
718
Beaird Harris Wealth Management
Texas
$3K +$3.13K +55 New
RWM
719
Raffa Wealth Management
District of Columbia
$2.99K – – –
BBPWM
720
Blue Bell Private Wealth Management
Pennsylvania
$2K -$3.41K -60 -68%
CAL
721
Capital Analysts LLC
Pennsylvania
$2K – – –
CAM
722
ClariVest Asset Management
California
$2K – – –
DSC
723
Duncker Streett & Co
Missouri
$2K – – –
KFI
724
Key Financial Inc
Pennsylvania
$2K – – –
QC
725
Quent Capital
New York
$2K – – –
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