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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1026
WR Wealth Planners
Missouri
$3.4K +$399 +4 +15%
VWM
1027
Valley Wealth Managers
New Jersey
$3.29K – – –
BBPWM
1028
Blue Bell Private Wealth Management
Pennsylvania
$3.07K – – –
HGERS
1029
Householder Group Estate & Retirement Specialist
Arizona
$3K -$1.2K -12 -26%
CAL
1030
Capital Analysts LLC
Pennsylvania
$3K – – –
HCM
1031
Horrell Capital Management
Arkansas
$3K – – –
LOIM
1032
Liberty One Investment Management
Illinois
$2.96K -$19.2K -192 -88%
CAM
1033
ClariVest Asset Management
California
$2.93K – – –
MIM
1034
Macroview Investment Management
Maryland
$2.19K -$8.68K -87 -81%
CWP
1035
Concord Wealth Partners
Virginia
$2.19K – – –
UCI
1036
Uncommon Cents Investing
Wisconsin
$2.19K +$2K +20 New
DPW
1037
DiNuzzo Private Wealth
Pennsylvania
$2.08K +$200 +2 +12%
CFG
1038
CKW Financial Group
Hawaii
$2K – – –
AWM
1039
Activest Wealth Management
Florida
$1.95K +$1.8K +18 New
BHWM
1040
Beaird Harris Wealth Management
Texas
$1.86K -$6.98K -70 -80%
BCM
1041
Birch Capital Management
Texas
$1.86K – – –
RCM
1042
Raleigh Capital Management
North Carolina
$1.65K -$1.3K -13 -46%
BWM
1043
Bullock Wealth Management
Indiana
$1.52K – – –
SWS
1044
SYSTM Wealth Solutions
Illinois
$1.32K -$13K -130 -92%
CWM
1045
Cedar Wealth Management
California
$1.32K – – –
RAM
1046
Riggs Asset Management
Pennsylvania
$1.32K – – –
BCH
1047
Berkshire Capital Holdings
California
$1.1K -$12.6M -125,830 -100%
SHIM
1048
Stone House Investment Management
Pennsylvania
$1.1K +$998 +10 New
TWD
1049
True Wealth Design
Ohio
$987 +$100 +1 +13%
CAM
1050
Creekmur Asset Management
Illinois
$987 +$898 +9 New
40 41
42
43 44