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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
1001
Howard Hughes Medical Institute
Maryland
– -$3.61K -95 Closed
FAMI
1002
Fideuram Asset Management (Ireland)
– -$9.34K -83 Closed
BFP
1003
Birchwood Financial Partners
Minnesota
– -$2.81K -74 Closed
LIA
1004
Luken Investment Analytics
Tennessee
– -$2.62K -69 Closed
M
1005
MOTCO
Texas
– -$2.39K -63 Closed
VR
1006
Vision Retirement
New Jersey
– -$2.28K -60 Closed
AEPWM
1007
Atlantic Edge Private Wealth Management
Florida
– -$1.9K -50 Closed
AF
1008
Aviso Financial
Ontario, Canada
– -$1.9K -50 Closed
VWWMG
1009
Vermillion & White Wealth Management Group
Pennsylvania
– -$1.9K -50 Closed
WIM
1010
Westside Investment Management
California
– -$1.7K -45 Closed
CIAS
1011
CBIZ Investment Advisory Services
Ohio
– -$1.63K -43 Closed
MAS
1012
MPWM Advisory Solutions
Georgia
– -$1.18K -31 Closed
VWA
1013
Valued Wealth Advisors
Utah
– -$1.18K -31 Closed
TPBG
1014
Turning Point Benefit Group
Maryland
– -$1.1K -29 Closed
IBOK
1015
Independence Bank of Kentucky
Kentucky
– -$1.02K -27 Closed
NSIM
1016
North Star Investment Management
Illinois
– -$987 -26 Closed
HCM
1017
Horrell Capital Management
Arkansas
– -$1K -25 Closed
CWP
1018
Concord Wealth Partners
Virginia
– -$797 -21 Closed
RBC
1019
Roble Belko & Company
Pennsylvania
– -$1K -20 Closed
AIS
1020
Advocate Investing Services
Maryland
– -$493 -13 Closed
DCM
1021
Davis Capital Management
Florida
– -$266 -7 Closed
CWM
1022
Cedar Wealth Management
California
– -$228 -6 Closed
BCWM
1023
Bartlett & Co Wealth Management
Ohio
– -$190 -5 Closed
TBFA
1024
Three Bearings Fiduciary Advisors
New Hampshire
– -$152 -5 Closed
SFG
1025
Strive Financial Group
Indiana
– -$152 -4 Closed
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