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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
901
Brooklyn Investment Group
New York
$256K -$5.07K -41 -2%
NAM
902
NorthCrest Asset Manangement
Minnesota
$255K -$89K -719 -25%
HAS
903
HBW Advisory Services
California
$254K -$20.5K -166 -7%
AWC
904
Abundance Wealth Counselors
Pennsylvania
$254K -$495 -4 -0.2%
PCA
905
Prosperity Capital Advisors
Ohio
$253K +$495 +4 +0.2%
HWP
906
Highline Wealth Partners
California
$253K -$7.18K -58 -3%
APW
907
Aventura Private Wealth
Florida
$252K +$265K +2,144 New
CFG
908
Citizens Financial Group
Rhode Island
$252K -$24.9K -201 -9%
LI
909
LRI Investments
Florida
$250K -$99.6K -805 -27%
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$250K – – –
WWP
911
Wise Wealth Partners
Arizona
$248K +$261K +2,107 New
SVWAG
912
Sound View Wealth Advisors Group
Georgia
$246K +$259K +2,093 New
JSL
913
JT Stratford LLC
Georgia
$246K +$259K +2,091 New
PCM
914
Penserra Capital Management
California
$244K -$3.34K -27 -1%
GFG
915
Goldstone Financial Group
Illinois
$243K -$34.4K -278 -12%
CAM
916
Claret Asset Management
Quebec, Canada
$243K -$742 -6 -0.3%
BFA
917
Beaumont Financial Advisors
Massachusetts
$242K +$255K +2,058 New
GFA
918
Gallagher Fiduciary Advisors
Illinois
$242K +$6.8K +55 +3%
CBT
919
Crews Bank & Trust
Florida
$241K +$254K +2,050 New
DPI
920
Diversified Portfolios Inc
Michigan
$240K – – –
KMWM
921
Keudell/Morrison Wealth Management
Oregon
$239K -$2.1K -17 -0.8%
RWP
922
RWA Wealth Partners
Massachusetts
$239K – – –
AWA
923
Arbor Wealth Advisors
Michigan
$239K – – –
PA
924
PFG Advisors
Arizona
$237K – – –
S
925
Sachetta
Massachusetts
$236K -$24.9K -201 -9%
35 36
37
38 39