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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1026
Blue Bell Private Wealth Management
Pennsylvania
$3.07K – – –
HGERS
1027
Householder Group Estate & Retirement Specialist
Arizona
$3K -$1.2K -12 -26%
CAL
1028
Capital Analysts LLC
Pennsylvania
$3K – – –
HCM
1029
Horrell Capital Management
Arkansas
$3K – – –
LOIM
1030
Liberty One Investment Management
Illinois
$2.96K -$19.2K -192 -88%
CAM
1031
ClariVest Asset Management
California
$2.93K – – –
MIM
1032
Macroview Investment Management
Maryland
$2.19K -$8.68K -87 -81%
CWP
1033
Concord Wealth Partners
Virginia
$2.19K – – –
UCI
1034
Uncommon Cents Investing
Wisconsin
$2.19K +$2K +20 New
DPW
1035
DiNuzzo Private Wealth
Pennsylvania
$2.08K +$200 +2 +12%
CFG
1036
CKW Financial Group
Hawaii
$2K – – –
AWM
1037
Activest Wealth Management
Florida
$1.95K +$1.8K +18 New
BHWM
1038
Beaird Harris Wealth Management
Texas
$1.86K -$6.98K -70 -80%
BCM
1039
Birch Capital Management
Texas
$1.86K – – –
RCM
1040
Raleigh Capital Management
North Carolina
$1.65K -$1.3K -13 -46%
SWS
1041
SYSTM Wealth Solutions
Illinois
$1.32K -$13K -130 -92%
CWM
1042
Cedar Wealth Management
California
$1.32K – – –
RAM
1043
Riggs Asset Management
Pennsylvania
$1.32K – – –
BCH
1044
Berkshire Capital Holdings
California
$1.1K -$12.6M -125,830 -100%
SHIM
1045
Stone House Investment Management
Pennsylvania
$1.1K +$998 +10 New
TWD
1046
True Wealth Design
Ohio
$987 +$100 +1 +13%
CAM
1047
Creekmur Asset Management
Illinois
$987 +$898 +9 New
DFA
1048
DHJJ Financial Advisors
Illinois
$878 – – –
DAM
1049
Delta Asset Management
Tennessee
$877 – – –
DJSG
1050
D.J. St. Germain
Massachusetts
$768 -$698 -7 -50%
40 41
42
43 44