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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Evermay Wealth Management
Virginia
$23.4K – – –
MCM
1102
MidAtlantic Capital Management
Virginia
$22.8K -$3.09K -25 -11%
NSIM
1103
North Star Investment Management
Illinois
$22.3K +$11.1K +90 +90%
AF
1104
Atala Financial
California
$20.5K +$21.5K +174 New
WI
1105
Wintrust Investments
Illinois
$20K -$9.53K -77 -31%
LB
1106
Legacy Bridge
Iowa
$17.6K – – –
OC
1107
Oakworth Capital
Alabama
$17.6K – – –
HWM
1108
HighMark Wealth Management
Minnesota
$17.3K +$990 +8 +6%
SO
1109
Sierra Ocean
California
$17.2K +$18.1K +146 New
MCM
1110
MV Capital Management
Maryland
$15.9K +$990 +8 +6%
DWM
1111
Dogwood Wealth Management
Kansas
$15.5K -$5.2K -42 -24%
FFO
1112
Fortitude Family Office
Arizona
$15.4K – – –
CSPIA
1113
Cary Street Partners Investment Advisory
Virginia
$15.3K -$630K -5,095 -98%
BCM
1114
Blume Capital Management
California
$14.7K -$5.57K -45 -26%
CWA
1115
Carolina Wealth Advisors
South Carolina
$14.7K +$6.19K +50 +67%
Fuller & Thaler Asset Management
1116
Fuller & Thaler Asset Management
California
$14.7K +$15.5K +125 New
FP
1117
Financial Perspectives
Minnesota
$14.6K – – –
PWA
1118
Physician Wealth Advisors
Utah
$13.6K +$14.4K +116 New
NBT
1119
Northwest Bank & Trust
Iowa
$12.9K – – –
BCMLT
1120
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.8K -$16.1K -130 -54%
AF
1121
Aviso Financial
Ontario, Canada
$11.8K – – –
BFS
1122
Burkett Financial Services
South Carolina
$11.8K – – –
CWP
1123
Clark Wealth Partners
Illinois
$11.8K +$12.4K +100 New
CSC
1124
Caldwell Sutter Capital
California
$11.2K -$1.86K -15 -14%
MHR
1125
Matthew Hamilton Rosenberg
$10.9K – – –