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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
StrongBox Wealth
Missouri
$411K +$42.3K +560 +12%
GA
502
Greytown Advisors
Florida
$408K +$15.1K +200 +4%
RBFC
503
Roman Butler Fullerton & Co
Missouri
$405K +$381K +5,050 New
SIG
504
Sargent Investment Group
Maryland
$401K -$37.8K -500 -9%
BWP
505
Baldwin Wealth Partners
Massachusetts
$401K – – –
MWM
506
Madison Wealth Management
Ohio
$401K – – –
BA
507
Birinyi Associates
Connecticut
$401K +$378K +5,000 New
HS
508
Haafor (Singapore)
Singapore
$401K +$378K +5,010 New
RJT
509
Raymond James Trust
Florida
$393K -$23.4K -310 -6%
SC
510
Sepio Capital
Utah
$392K +$370K +4,900 New
CAI
511
Capital Advisors Inc
Oklahoma
$388K -$69.5K -920 -16%
CCP
512
Cardan Capital Partners
Colorado
$384K -$15.1K -200 -4%
BFO
513
Boston Family Office
Massachusetts
$380K -$18.9K -250 -5%
KC
514
KCL Capital
New York
$379K +$357K +4,730 New
CAGAS
515
Capital Advisory Group Advisory Services
Minnesota
$376K -$134K -1,780 -28%
HTC
516
Haverford Trust Company
Pennsylvania
$376K – – –
DILIC
517
Dai-ichi Life Insurance Company
Japan
$376K +$9.06K +120 +3%
LWM
518
Laidlaw Wealth Management
New York
$376K +$18.9K +250 +6%
FHC
519
First Heartland Consultants
Missouri
$376K +$24.9K +330 +8%
AAS
520
Avantax Advisory Services
Texas
$363K -$672K -8,900 -66%
TSS
521
Two Sigma Securities
New York
$363K -$566K -7,500 -62%
WEC
522
Winslow Evans & Crocker
Massachusetts
$363K +$343K +4,540 New
MWM
523
Mattern Wealth Management
Kansas
$360K -$8.31K -110 -2%
ACM
524
AKRE Capital Management
Virginia
$356K – – –
GAG
525
GM Advisory Group
New York
$356K +$335K +4,440 New
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