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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1276
Personal CFO Solutions
New Jersey
– -$214K -1,818 Closed
CWIG
1277
Chung Wu Investment Group
Texas
– -$212K -1,800 Closed
IF
1278
Integrity Financial
Wyoming
– -$212K -1,800 Closed
DSAM
1279
Dock Street Asset Management
Florida
– -$210K -1,790 Closed
FFS
1280
Founders Financial Securities
Maryland
– -$210K -1,787 Closed
GT
1281
Glenmede Trust
Pennsylvania
– -$210K -1,785 Closed
FAN
1282
Financial Advisors Network
California
– -$210K -1,784 Closed
RIA
1283
Realta Investment Advisors
Delaware
– -$216K -1,774 Closed
GGA
1284
Granite Group Advisors
Connecticut
– -$208K -1,768 Closed
OC
1285
Oarsman Capital
Wisconsin
– -$208K -1,766 Closed
FMI
1286
F/M Investments
District of Columbia
– -$207K -1,761 Closed
WA
1287
WP Advisors
California
– -$206K -1,755 Closed
WCFA
1288
Walkner Condon Financial Advisors
Wisconsin
– -$206K -1,750 Closed
IA
1289
IFC Advisors
California
– -$204K -1,739 Closed
MIC
1290
Means Investment Company
Maine
– -$204K -1,736 Closed
LAM
1291
L2 Asset Management
Massachusetts
– -$204K -1,735 Closed
NWWA
1292
New Wave Wealth Advisors
Arkansas
– -$202K -1,721 Closed
WAG
1293
Winthrop Advisory Group
Massachusetts
– -$200K -1,703 Closed
WPWM
1294
Western Pacific Wealth Management
Illinois
– -$118K -1,000 Closed
CAS
1295
Coppell Advisory Solutions
Texas
– -$118K -985 Closed
IWM
1296
IMG Wealth Management
Florida
– -$97K -825 Closed
SIS
1297
Strategic Investment Solutions
Illinois
– -$57.6K -800 Closed
FLP
1298
Financial Life Planners
Arizona
– -$89.3K -760 Closed
VCM
1299
Versant Capital Management
Arizona
– -$82K -698 Closed
CFFP
1300
Center for Financial Planning
Michigan
– -$77.5K -659 Closed
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