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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
801
Halpern Financial
Virginia
$8.03K +$7.04K +104 New
ADL
802
Asset Dedication LLC
California
$8K +$2.71K +40 +67%
BWA
803
BDO Wealth Advisors
Florida
$7.72K – – –
BLC
804
Brown, Lisle/Cummings
Rhode Island
$7.72K – – –
NBT
805
Northwest Bank & Trust
Iowa
$7.72K +$6.77K +100 New
OP
806
ORG Partners
Indiana
$7.62K +$6.36K +94 New
FA
807
Fiduciary Alliance
South Carolina
$7.57K +$6.63K +98 New
MIFH
808
Migdal Insurance & Financial Holdings
Israel
$7K -$7.24K -107 -53%
RCM
809
Raleigh Capital Management
North Carolina
$6.95K +$6.09K +90 New
2L
810
25 LLC
Missouri
$6.79K – – –
DCM
811
Davidson Capital Management
Texas
$6.41K – – –
CAL
812
Capital Advisors Ltd
Ohio
$6K +$1.35K +20 +34%
AW
813
Avion Wealth
Texas
$6K +$5.41K +80 New
AP
814
Arlington Partners
Alabama
$5.79K – – –
HWM
815
HighMark Wealth Management
Minnesota
$5.71K – – –
NCM
816
Northwest Capital Management
Oregon
$5.41K +$4.74K +70 New
NC
817
NewSquare Capital
Pennsylvania
$5.02K -$10.4K -153 -70%
CSWM
818
Cassady Schiller Wealth Management
Ohio
$5.02K +$4.4K +65 New
VF
819
VitalStone Financial
Texas
$5K +$271 +4 +5%
BWL
820
Bogart Wealth LLC
Virginia
$4.94K – – –
WT
821
Whittier Trust
California
$4.63K – – –
RAM
822
Riggs Asset Management
Pennsylvania
$4.4K -$271 -4 -7%
BHWM
823
Beaird Harris Wealth Management
Texas
$4.25K – – –
DCBT
824
Dakota Community Bank & Trust
North Dakota
$4.25K – – –
RWM
825
Raffa Wealth Management
District of Columbia
$3.86K – – –
31 32
33
34 35