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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1151
Addison Advisors
Vermont
$4.82K – – –
FA
1152
Fedenia Advisers
Wisconsin
$4.82K +$5.07K +41 New
DSC
1153
Duncker Streett & Co
Missouri
$4.7K – – –
DF
1154
Dunhill Financial
United Kingdom
$4.7K – – –
WWP
1155
WR Wealth Planners
Missouri
$4.35K +$742 +6 +19%
DRP
1156
Decker Retirement Planning
Utah
$4.23K +$4.45K +36 New
CIAS
1157
CBIZ Investment Advisory Services
Ohio
$4.11K – – –
CAL
1158
Capital Analysts LLC
Pennsylvania
$4K – – –
VWA
1159
Valued Wealth Advisors
Utah
$3.64K -$619 -5 -14%
MAS
1160
MPWM Advisory Solutions
Georgia
$3.64K +$3.83K +31 New
VWM
1161
Valley Wealth Managers
New Jersey
$3.53K – – –
T
1162
Transce3nd
Texas
$3.53K +$3.71K +30 New
RF
1163
Roxbury Financial
New Jersey
$3.47K +$3.34K +27 New
FNWA
1164
Financial Network Wealth Advisors
Utah
$3.41K -$866 -7 -19%
BBPWM
1165
Blue Bell Private Wealth Management
Pennsylvania
$3.29K – – –
M
1166
MOTCO
Texas
$3.29K +$3.46K +28 New
GSWM
1167
Golden State Wealth Management
California
$3.17K +$3.34K +27 New
HGERS
1168
Householder Group Estate & Retirement Specialist
Arizona
$3K -$247 -2 -6%
HCM
1169
Horrell Capital Management
Arkansas
$3K – – –
HNW
1170
High Note Wealth
Minnesota
$2.94K +$3.09K +25 New
MAM
1171
Morse Asset Management
Connecticut
$2.82K +$2.97K +24 New
CSWM
1172
Cassady Schiller Wealth Management
Ohio
$2.7K +$2.85K +23 New
RFA
1173
Reyes Financial Architecture
California
$2.7K +$2.85K +23 New
PS
1174
PayPay Securities
Japan
$2.47K +$2.6K +21 New
GIA
1175
GHP Investment Advisors
Colorado
$2.35K -$54.4K -440 -96%
45 46
47
48 49