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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
1001
Cullen/Frost Bankers
Texas
$8.22K – – –
CWA
1002
Carolina Wealth Advisors
South Carolina
$8.22K +$7.48K +75 New
WOC
1003
West Oak Capital
California
$8.2K -$20K -200 -73%
CPG
1004
Cornerstone Planning Group
New Jersey
$8.03K +$100 +1 +2%
IUHSA
1005
Itau Unibanco Holding S.A.
Brazil
$7.79K -$3.79K -38 -35%
TCOV
1006
Trust Company of Vermont
Vermont
$7.68K +$6.98K +70 New
CAL
1007
Capital Advisors Ltd
Ohio
$7K – – –
GCS
1008
Gordian Capital (Singapore)
Singapore
$6.69K +$4.99K +50 +455%
WIM
1009
Westside Investment Management
California
$6.49K – – –
LIS
1010
Legacy Investment Solutions
Idaho
$6.36K +$4.99K +50 New
LWMI
1011
Legacy Wealth Management (Idaho)
Idaho
$6.36K +$4.99K +50 New
FDCP
1012
Foster Dykema Cabot & Partners
Massachusetts
$6.25K +$5.69K +57 New
AW
1013
Avion Wealth
Texas
$6K +$499 +5 +9%
RWM
1014
Raffa Wealth Management
District of Columbia
$5.48K – – –
RFG
1015
REAP Financial Group
Texas
$5.48K – – –
CMP
1016
Coston McIsaac & Partners
Maine
$5K – – –
AA
1017
Addison Advisors
Vermont
$4.5K +$898 +9 +28%
DSC
1018
Duncker Streett & Co
Missouri
$4.39K – – –
DF
1019
Dunhill Financial
United Kingdom
$4.39K – – –
VF
1020
VitalStone Financial
Texas
$4.39K – – –
NIC
1021
Northwest Investment Counselors
Oregon
$4.28K +$3.89K +39 New
GKIM
1022
GW&K Investment Management
Massachusetts
$4K – – –
VWA
1023
Valued Wealth Advisors
Utah
$3.95K +$499 +5 +16%
FNWA
1024
Financial Network Wealth Advisors
Utah
$3.95K +$698 +7 +24%
CIAS
1025
CBIZ Investment Advisory Services
Ohio
$3.84K – – –
39 40
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