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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1001
Blue Bell Private Wealth Management
Pennsylvania
$1.53K – – –
GIA
1002
GHP Investment Advisors
Colorado
$1.53K +$724 +8 +40%
CIAS
1003
CBIZ Investment Advisory Services
Ohio
$1.48K -$724 -8 -23%
GSWM
1004
Golden State Wealth Management
California
$1.48K – – –
HCM
1005
Horrell Capital Management
Arkansas
$1.37K – – –
BDPWM
1006
Barnes Dennig Private Wealth Management
Ohio
$1.37K +$2.26K +25 New
HFS
1007
Hughes Financial Services
Virginia
$1.31K +$2.08K +23 New
GWSA
1008
Global Wealth Strategies & Associates
Colorado
$1.31K +$2.17K +24 New
RFA
1009
Reyes Financial Architecture
California
$1.26K – – –
CWP
1010
Concord Wealth Partners
Virginia
$1.09K – – –
CH
1011
Cromwell Holdings
Wyoming
$1.09K +$1.81K +20 New
NC
1012
NewSquare Capital
Pennsylvania
$1.09K +$1.81K +20 New
UFF
1013
USA Financial Formulas
Michigan
$1.04K -$901K -9,964 -100%
CFG
1014
CKW Financial Group
Hawaii
$1K – – –
RBC
1015
Roble Belko & Company
Pennsylvania
$1K +$1.45K +16 New
DFC
1016
DB Fitzpatrick & Co
Idaho
$985 +$1.63K +18 New
BHWM
1017
Beaird Harris Wealth Management
Texas
$931 – – –
CI
1018
Cordant Inc
Oregon
$931 +$1.54K +17 New
BCM
1019
Birch Capital Management
Texas
$930 – – –
AP
1020
Aspect Partners
Virginia
$930 +$1.54K +17 New
PPA
1021
Painted Porch Advisors
California
$821 – – –
BWM
1022
Bullock Wealth Management
Indiana
$799 – – –
DPW
1023
DiNuzzo Private Wealth
Pennsylvania
$767 -$452 -5 -26%
CWM
1024
Cedar Wealth Management
California
$657 – – –
FPF
1025
First Pacific Financial
Washington
$657 – – –