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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1026
Sittner & Nelson
Oregon
$657 – – –
WW
1027
Winnow Wealth
Texas
$639 +$362 +4 +50%
PS
1028
PayPay Securities
Japan
$624 -$905 -10 -48%
BCH
1029
Berkshire Capital Holdings
California
$547 – – –
PWA
1030
Principia Wealth Advisory
Texas
$541 -$90 -1 -9%
KIM
1031
Kestra Investment Management
Texas
$493 -$29.6K -327 -97%
TWD
1032
True Wealth Design
Ohio
$445 -$724 -8 -50%
DAM
1033
Delta Asset Management
Tennessee
$438 – – –
GFPC
1034
Global Financial Private Client
Florida
$438 +$452 +5 +167%
MSWM
1035
Mowery & Schoenfeld Wealth Management
Illinois
$438 +$724 +8 New
ANBT
1036
American National Bank & Trust
Texas
$401 +$633 +7 New
CIA
1037
Cape Investment Advisory
Georgia
$328 -$90 -1 -14%
BI
1038
Binnacle Investments
Iowa
$328 +$543 +6 New
HHGA
1039
Halbert Hargrove Global Advisors
California
$294 +$452 +5 New
HI
1040
Horizon Investments
North Carolina
$274 +$452 +5 New
TCM
1041
TD Capital Management
Tennessee
$219 +$362 +4 New
PWM
1042
Parkworth Wealth Management
California
$164 – – –
BHWM
1043
Bay Harbor Wealth Management
Maryland
$164 +$271 +3 New
PCTC
1044
Perkins Coie Trust Company
Washington
$164 +$271 +3 New
RJA
1045
Ross\Johnson & Associates
Minnesota
$164 +$271 +3 New
MWA
1046
Medallion Wealth Advisors
Connecticut
$114 – – –
BMC
1047
Bear Mountain Capital
Washington
$109 +$181 +2 New
Q1WB
1048
Quest 10 Wealth Builders
Virginia
$105 +$181 +2 New
CAC
1049
Core Alternative Capital
Georgia
$55 – – –
AWM
1050
Activest Wealth Management
Florida
$8 -$271 -3 Closed
40 41
42
43 44