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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
826
Keudell/Morrison Wealth Management
Oregon
$225K – – –
KCM
827
Kathmere Capital Management
Pennsylvania
$224K -$6.58K -66 -3%
DPI
828
Diversified Portfolios Inc
Michigan
$224K +$204K +2,045 New
LSAG
829
Lake Street Advisors Group
New Hampshire
$224K -$85K -852 -29%
RWP
830
RWA Wealth Partners
Massachusetts
$223K +$203K +2,032 New
AWA
831
Arbor Wealth Advisors
Michigan
$223K +$203K +2,030 New
SAM
832
Secure Asset Management
Michigan
$222K +$202K +2,028 New
PA
833
PFG Advisors
Arizona
$221K -$42.5K -426 -17%
FSC
834
Full Sail Capital
Oklahoma
$220K +$200K +2,005 New
GFA
835
Gallagher Fiduciary Advisors
Illinois
$220K +$200K +2,002 New
CC
836
Cypress Capital
Tennessee
$219K – – –
AIA
837
AIMZ Investment Advisors
California
$219K +$200K +2,000 New
APS
838
American Planning Services
Florida
$219K +$200K +2,000 New
CCM
839
Canal Capital Management
Virginia
$219K +$200K +2,000 New
CAMG
840
CWA Asset Management Group
Florida
$219K +$199K +1,999 New
JJBC
841
James J. Burns & Company
New York
$219K +$200K +2,000 New
LSIA
842
LaSalle St. Investment Advisors
Illinois
$219K +$200K +2,000 New
BW
843
Bison Wealth
Georgia
$219K +$199K +1,995 New
VW
844
Vance Wealth
California
$219K +$199K +1,994 New
MIS
845
Morningstar Investment Services
Illinois
$218K +$199K +1,994 New
FIA
846
Foundations Investment Advisors
Arizona
$218K +$198K +1,987 New
TWM
847
Tradition Wealth Management
Minnesota
$217K +$198K +1,980 New
CMF
848
Counterpoint Mutual Funds
California
$217K +$197K +1,977 New
GPA
849
Guerra Pan Advisors
New Jersey
$217K +$197K +1,975 New
FRA
850
Frank Rimerman Advisors
California
$216K +$197K +1,973 New
32 33
34
35 36