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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
1026
Financial Life Planners
Arizona
$89.3K +$94K +760 New
PWA
1027
Provenance Wealth Advisors
Florida
$89K – – –
WOC
1028
West Oak Capital
California
$88K – – –
WA
1029
Whipplewood Advisors
Colorado
$86.5K +$91.1K +736 New
BTI
1030
Blue Trust Inc
Georgia
$84.9K -$674K -5,447 -88%
SWM
1031
Sugarloaf Wealth Management
Georgia
$82.3K – – –
SI
1032
Sava Infond
Slovenia
$82.3K +$86.6K +700 New
VCM
1033
Versant Capital Management
Arizona
$82K +$41.9K +339 +94%
JFGIW
1034
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.7K -$2.47K -20 -3%
CFFP
1035
Center for Financial Planning
Michigan
$77.5K +$81.5K +659 New
GA
1036
GoalVest Advisory
New York
$75.5K -$44.5K -360 -36%
GEA
1037
Glen Eagle Advisors
New Jersey
$74.2K – – –
CIAM
1038
Caitong International Asset Management
Hong Kong
$73.8K +$77.7K +628 New
LFG
1039
Larson Financial Group
Missouri
$72K +$56K +453 +283%
RI
1040
Ridgewood Investments
New Jersey
$70.5K – – –
YAL
1041
Your Advocates Ltd
Texas
$70.5K – – –
JWA
1042
JFS Wealth Advisors
Pennsylvania
$67.8K +$25.1K +203 +54%
GM
1043
GeoWealth Management
Illinois
$67.6K +$2.1K +17 +3%
PFBT
1044
Parkside Financial Bank & Trust
Missouri
$66.9K +$4.45K +36 +7%
SSG
1045
Summit Securities Group
New York
$63.7K +$67.1K +542 New
HIIFS
1046
Harel Insurance Investments & Financial Services
Israel
$63K +$66.3K +536 New
TCA
1047
Trifecta Capital Advisors
Illinois
$59.9K – – –
SFCL
1048
Strengthening Families & Communities LLC
Massachusetts
$59K – – –
GBT
1049
Grove Bank & Trust
Florida
$58.6K +$14.5K +117 +31%
MG
1050
Mather Group
Illinois
$57.9K +$24K +194 +65%
40 41
42
43 44