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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
PRW Wealth Management
Massachusetts
-$256K -3,200 Closed
LW
802
Linscomb Wealth
Texas
-$247K -3,080 Closed
SIA
803
Soltis Investment Advisors
Utah
-$241K -3,010 Closed
CBA
804
Coastal Bridge Advisors
Connecticut
-$240K -3,000 Closed
EP
805
EPIQ Partners
Minnesota
-$240K -3,000 Closed
PWP
806
Principle Wealth Partners
Connecticut
-$236K -2,950 Closed
PFA
807
Pettinga Financial Advisors
Indiana
-$232K -2,900 Closed
VC
808
Vicus Capital
Pennsylvania
-$231K -2,880 Closed
QI
809
QS Investors
New York
-$227K -2,840 Closed
TFF
810
The Family Firm
Maryland
-$219K -2,830 Closed
CIP
811
Convergence Investment Partners
Florida
-$225K -2,810 Closed
RWP
812
RWA Wealth Partners
Massachusetts
-$225K -2,810 Closed
BWFA
813
Baltimore-Washington Financial Advisors
Maryland
-$224K -2,800 Closed
DC
814
Davenport & Co
Virginia
-$223K -2,790 Closed
LC
815
Loews Corp
New York
-$223K -2,790 Closed
FFS
816
Founders Financial Securities
Maryland
-$223K -2,780 Closed
NL
817
NWAM LLC
Washington
-$220K -2,750 Closed
CIA
818
Capital Investment Advisors
Georgia
-$217K -2,710 Closed
TIM
819
Thompson Investment Management
Wisconsin
-$211K -2,640 Closed
CWS
820
Cypress Wealth Services
California
-$211K -2,630 Closed
CCA
821
Checchi Capital Advisers
California
-$209K -2,610 Closed
MWM
822
Modera Wealth Management
New Jersey
-$209K -2,610 Closed
VWA
823
V Wealth Advisors
Kansas
-$208K -2,600 Closed
AG
824
AlphaSimPlex Group
Massachusetts
-$201K -2,510 Closed
WAAG
825
Wealth Alliance Advisory Group
Kansas
-$200K -2,500 Closed