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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
701
Beaird Harris Wealth Management
Texas
$2.47K – – –
KFI
702
Key Financial Inc
Pennsylvania
$2.39K – – –
RWM
703
Raffa Wealth Management
District of Columbia
$2.24K – – –
DCM
704
Davidson Capital Management
Texas
$2.15K -$710 -14 -23%
SWM
705
Sanctuary Wealth Management
Idaho
$2.15K +$2.43K +48 New
CAL
706
Capital Advisors Ltd
Ohio
$2K +$811 +16 +41%
Bessemer Group
707
Bessemer Group
New Jersey
$2K +$2.38K +47 New
DCBT
708
Dakota Community Bank & Trust
North Dakota
$2K +$2.79K +55 New
CWP
709
Concord Wealth Partners
Virginia
$1.84K +$2.08K +41 New
DSC
710
Duncker Streett & Co
Missouri
$1.79K – – –
MIM
711
Macroview Investment Management
Maryland
$1.79K – – –
IAA
712
Independent Advisor Alliance
North Carolina
$1.75K +$4.82K +95 +0.2%
VWM
713
Valley Wealth Managers
New Jersey
$1.34K -$1.01K -20 -40%
FFA
714
Farther Finance Advisors
California
$1.3K +$1.47K +29 New
BBPWM
715
Blue Bell Private Wealth Management
Pennsylvania
$1.25K – – –
HWM
716
HighMark Wealth Management
Minnesota
$1.08K +$608 +12 +100%
SWA
717
Sutton Wealth Advisors
Florida
$1.03K +$51 +1 +5%
ANBT
718
American National Bank & Trust
Texas
$1K – – –
CAL
719
Capital Analysts LLC
Pennsylvania
$1K – – –
GCS
720
Gordian Capital (Singapore)
Singapore
$1K – – –
HCM
721
Horrell Capital Management
Arkansas
$1K +$507 +10 +67%
CA
722
Centerpoint Advisors
Massachusetts
$1K +$761 +15 New
HIA
723
Harbor Investment Advisory
Maryland
$897 – – –
PWS
724
Paragon Wealth Strategies
Florida
$852 -$2.08K -41 -68%
SIC
725
SJS Investment Consulting
Ohio
$852 +$203 +4 +27%