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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
951
Dogwood Wealth Management
Kansas
$16.1K +$5.04K +79 +57%
MCA
952
Midwest Capital Advisors
Michigan
$15.8K – – –
OA
953
Operose Advisors
Wisconsin
$14.4K – – –
SWIM
954
Smallwood Wealth Investment Management
New Jersey
$14.4K – – –
EWM
955
Evermay Wealth Management
Virginia
$14.3K – – –
AGWCA
956
Annis Gardner Whiting Capital Advisors
Florida
$14.3K +$12.6K +198 New
SIC
957
SJS Investment Consulting
Ohio
$14K -$511 -8 -4%
CI
958
CX Institutional
Indiana
$14K – – –
CAL
959
Capital Advisors Ltd
Ohio
$14K +$4.92K +77 +65%
AIM
960
Anchor Investment Management
South Carolina
$13.7K – – –
FLFS
961
Family Legacy Financial Solutions
North Carolina
$13.7K +$12.1K +190 New
VCM
962
Versant Capital Management
Arizona
$13.7K +$12.1K +190 New
SSG
963
Summit Securities Group
New York
$13.1K +$11.6K +182 New
GC
964
Garde Capital
Washington
$12.6K +$11.2K +175 New
PWMG
965
Private Wealth Management Group
New Jersey
$12.2K +$1.85K +29 +21%
CT
966
Colonial Trust
South Carolina
$11.7K -$575 -9 -5%
CW
967
Curio Wealth
Maryland
$11.5K +$10.2K +159 +15,900%
LFA
968
LGT Financial Advisors
Texas
$11.2K +$9.9K +155 New
BCM
969
Blume Capital Management
California
$10.5K +$1.34K +21 +17%
PWA
970
Physician Wealth Advisors
Utah
$10.4K +$830 +13 +10%
MA
971
MCF Advisors
Kentucky
$10.3K -$3K -47 -25%
GBT
972
Grove Bank & Trust
Florida
$10.2K -$15.5K -242 -63%
FFO
973
Fortitude Family Office
Arizona
$9.94K +$447 +7 +5%
CSPIA
974
Cary Street Partners Investment Advisory
Virginia
$9.65K -$4.47K -70 -34%
KG
975
Kilter Group
New York
$9.43K +$8.37K +131 New
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