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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1226
Prosperity Capital Advisors
Ohio
– -$253K -2,154 Closed
CFG
1227
Citizens Financial Group
Rhode Island
– -$252K -2,143 Closed
WWP
1228
Wise Wealth Partners
Arizona
– -$248K -2,107 Closed
SVWAG
1229
Sound View Wealth Advisors Group
Georgia
– -$246K -2,093 Closed
JSL
1230
JT Stratford LLC
Georgia
– -$246K -2,091 Closed
CAM
1231
Claret Asset Management
Quebec, Canada
– -$243K -2,070 Closed
GFG
1232
Goldstone Financial Group
Illinois
– -$243K -2,068 Closed
BFA
1233
Beaumont Financial Advisors
Massachusetts
– -$242K -2,058 Closed
GFA
1234
Gallagher Fiduciary Advisors
Illinois
– -$242K -2,057 Closed
DPI
1235
Diversified Portfolios Inc
Michigan
– -$240K -2,045 Closed
KMWM
1236
Keudell/Morrison Wealth Management
Oregon
– -$239K -2,034 Closed
RWP
1237
RWA Wealth Partners
Massachusetts
– -$239K -2,032 Closed
AWA
1238
Arbor Wealth Advisors
Michigan
– -$239K -2,030 Closed
PA
1239
PFG Advisors
Arizona
– -$237K -2,020 Closed
AP
1240
Appleton Partners
Massachusetts
– -$236K -2,009 Closed
CAMG
1241
CWA Asset Management Group
Florida
– -$236K -2,006 Closed
HCM
1242
Hall Capital Management
Rhode Island
– -$236K -2,006 Closed
SFP
1243
SwitchPoint Financial Planning
Utah
– -$236K -2,006 Closed
FSC
1244
Full Sail Capital
Oklahoma
– -$236K -2,005 Closed
OFS
1245
OneAscent Financial Services
Alabama
– -$236K -2,004 Closed
OQS
1246
Occudo Quantitative Strategies
Florida
– -$235K -2,003 Closed
AIA
1247
AIMZ Investment Advisors
California
– -$235K -2,000 Closed
AFA
1248
American Financial Advisors
Georgia
– -$235K -2,000 Closed
CCM
1249
Canal Capital Management
Virginia
– -$235K -2,000 Closed
CC
1250
Cypress Capital
Tennessee
– -$235K -2,000 Closed
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50
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