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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
376
PRW Wealth Management
Massachusetts
$687K +$756K +9,773 New
RMC
377
Resources Management Corp
Connecticut
$683K -$118K -1,520 -14%
CF
378
Centaurus Financial
California
$682K +$381K +4,930 +103%
GAM
379
Grandview Asset Management
Pennsylvania
$680K -$52.6K -680 -7%
VFA
380
Values First Advisors
Tennessee
$679K +$32.5K +420 +5%
CCG
381
Capital CS Group
California
$669K +$734K +9,497 New
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$663K – – –
CIA
383
Capital Impact Advisors
Massachusetts
$660K -$242K -3,131 -25%
KP
384
Keel Point
Alabama
$660K -$8.35K -108 -1%
LC
385
Lavaca Capital
Texas
$642K -$27.1K -350 -4%
FTDI
386
First Trust Direct Indexing
Massachusetts
$633K +$137K +1,770 +24%
SLG
387
Stanley-Laman Group
Pennsylvania
$624K +$687K +8,883 New
SBIA
388
Sheaff Brock Investment Advisors
Indiana
$620K -$2.32K -30 -0.3%
LFF
389
Level Four Financial
Texas
$619K -$199K -2,576 -23%
KLC
390
Knowledge Leaders Capital
Colorado
$618K +$6.96K +90 +1%
MCC
391
Malaga Cove Capital
California
$616K +$677K +8,758 New
PP
392
Paloma Partners
Connecticut
$607K +$667K +8,630 New
FCBT
393
First Citizens Bank & Trust
North Carolina
$600K +$296K +3,833 +82%
CAS
394
Cascadia Advisory Services
Oregon
$599K +$40.3K +521 +7%
FMW
395
Farr Miller & Washington
District of Columbia
$598K – – –
SPIA
396
Steward Partners Investment Advisory
New York
$597K +$139K +1,802 +27%
AIG
397
American International Group
New York
$592K -$49.5K -640 -7%
FWP
398
FAS Wealth Partners
Kansas
$587K – – –
NSAM
399
North Star Asset Management
Wisconsin
$578K – – –
QT
400
Quantbot Technologies
New York
$576K +$634K +8,198 New
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