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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
851
Private Wealth Management Group
New Jersey
$8.28K – – –
AWM
852
Activest Wealth Management
Florida
$8.03K -$46.3K -730 -82%
KG
853
Kilter Group
New York
$7.74K +$1.71K +27 +21%
DWM
854
Dogwood Wealth Management
Kansas
$7.55K -$4K -63 -29%
NB
855
NBT Bank
New York
$7.4K +$9.58K +151 New
SSG
856
Summit Securities Group
New York
$7.11K -$2.35K -37 -20%
HBW
857
Hazlett, Burt & Watson
West Virginia
$7K +$9.52K +150 New
GBT
858
Grove Bank & Trust
Florida
$6.96K – – –
EPAM
859
Evelyn Partners Asset Management
$6.96K +$9.01K +142 New
CAIM
860
Catherine Avery Investment Management
Florida
$6.67K +$8.63K +136 New
BCM
861
Blume Capital Management
California
$6.13K -$1.33K -21 -14%
FP
862
Financial Perspectives
Minnesota
$6.08K – – –
PWA
863
Physician Wealth Advisors
Utah
$5.88K -$1.52K -24 -17%
FLP
864
Financial Life Planners
Arizona
$5.88K +$7.61K +120 New
IW
865
Imprint Wealth
South Carolina
$5.49K +$7.11K +112 New
FFO
866
Fortitude Family Office
Arizona
$5.29K -$1.9K -30 -22%
SWIM
867
Smallwood Wealth Investment Management
New Jersey
$4.9K -$6.34K -100 -50%
BFS
868
Burkett Financial Services
South Carolina
$4.9K – – –
IWM
869
Inlight Wealth Management
Georgia
$4.9K – – –
CTA
870
Colonial Trust Advisors
South Carolina
$4.9K +$6.34K +100 New
TTIC
871
Tower Trust & Investment Company
Iowa
$4.9K – – –
CIAS
872
CBIZ Investment Advisory Services
Ohio
$4.71K +$1.52K +24 +33%
HHMI
873
Howard Hughes Medical Institute
Maryland
$4.66K +$6.03K +95 New
MHR
874
Matthew Hamilton Rosenberg
$4.56K – – –
LWMI
875
Legacy Wealth Management (Idaho)
Idaho
$4.51K – – –
33 34
35
36 37