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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$217K -$1.26M -27,530 -87%
ARG
452
Advisory Resource Group
Oklahoma
$216K -$36.1K -790 -16%
NL
453
NVWM LLC
Pennsylvania
$216K +$190K +4,160 New
CI
454
Cigna Investments
Connecticut
$213K +$188K +4,110 New
EWM
455
Executive Wealth Management
Michigan
$211K +$186K +4,070 New
PA
456
Procyon Advisors
Connecticut
$210K +$1.83K +40 +1%
SFA
457
Sequoia Financial Advisors
Ohio
$210K +$185K +4,050 New
SC
458
Scotia Capital
Ontario, Canada
$209K -$130K -2,850 -41%
DWA
459
Douglass Winthrop Advisors
New York
$209K +$184K +4,020 New
CANY
460
Caxton Associates (New York)
New York
$209K +$184K +4,030 New
JSC
461
Jackson Square Capital
California
$208K – – –
AWM
462
Aries Wealth Management
Maine
$208K +$183K +4,000 New
MA
463
MONECO Advisors
Connecticut
$208K +$183K +4,000 New
MIM
464
Montgomery Investment Management
Maryland
$208K +$183K +4,000 New
JC
465
Jacobs & Co
California
$207K +$183K +4,000 New
TAM
466
Tocqueville Asset Management
New York
$205K -$86.8K -1,900 -32%
PA
467
Profund Advisors
Maryland
$205K +$180K +3,950 New
WANY
468
Wealthspire Advisors (New York)
New York
$204K +$180K +3,940 New
SW
469
SteelPeak Wealth
California
$203K +$27.9K +610 +18%
BCM
470
Breiter Capital Management
Florida
$201K +$177K +3,870 New
FC
471
FORA Capital
Florida
$200K -$915K -20,040 -84%
WLPWM
472
Walled Lake Planning & Wealth Management
Illinois
$195K -$34.7K -760 -17%
CFG
473
CKW Financial Group
Hawaii
$189K – – –
CB
474
CNB Bank
Pennsylvania
$179K +$17.8K +390 +13%
IA
475
IFP Advisors
Florida
$176K -$21.5K -470 -12%
17 18
19
20 21