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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$2.89K +33 +9%
ST
777
Smithfield Trust
Pennsylvania
$33K – – –
WAS
778
Winch Advisory Services
Wisconsin
$33K +$7.79K +89 +32%
OF
779
Outfitter Financial
Maine
$32K +$30.7K +350 New
SSB
780
Sandy Spring Bank
Maryland
$31K – – –
CCA
781
Column Capital Advisors
Indiana
$30K +$8.06K +92 +39%
TCM
782
TD Capital Management
Tennessee
$27K – – –
MIFH
783
Migdal Insurance & Financial Holdings
Israel
$27K +$2.37K +27 +10%
IUHSA
784
Itau Unibanco Holding S.A.
Brazil
$27K +$25.2K +288 New
CWM
785
Curi Wealth Management
North Carolina
$27K +$26.3K +300 New
SWM
786
Selective Wealth Management
Virginia
$27K +$26.3K +300 New
SA
787
SRH Advisors
Kansas
$26K – – –
MA
788
MUFG Americas
New York
$26K +$24.5K +280 New
TFGT
789
TS Financial Group (TSFG)
Illinois
$25K -$65.7K -750 -74%
PMFA
790
Plante Moran Financial Advisors
Michigan
$23K -$4.38K -50 -17%
PCG
791
Private Capital Group
Connecticut
$23K +$4.2K +48 +24%
SFG
792
Steward Financial Group
Texas
$23K +$22.8K +260 New
GWS
793
Glassman Wealth Services
Virginia
$22K -$26.7K -305 -56%
BIA
794
Bell Investment Advisors
California
$21K +$2.45K +28 +14%
AP
795
Arlington Partners
Alabama
$21K +$3.24K +37 +19%
MFAM
796
Motley Fool Asset Management
Virginia
$21K +$20K +228 New
PB
797
Pinnacle Bancorp
Nebraska
$20K – – –
MSFP
798
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
SIC
799
SJS Investment Consulting
Ohio
$18K +$17.5K +200 New
ADL
800
Asset Dedication LLC
California
$16K -$99K -1,130 -87%
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