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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
SeaCrest Wealth Management
New York
$315K -$26.3K -340 -7%
SFS
502
Sowell Financial Services
Arkansas
$314K -$91.2K -1,180 -19%
CT
503
Coastline Trust
Rhode Island
$313K -$142K -1,840 -28%
VCA
504
Verdence Capital Advisors
Maryland
$309K -$41.7K -540 -10%
DILIC
505
Dai-ichi Life Insurance Company
Japan
$306K – – –
LBD
506
Landsberg Bennett & Dubbaneh
Florida
$306K +$359K +4,640 New
NL
507
NVWM LLC
Pennsylvania
$304K +$20.9K +270 +6%
BAM
508
Belpointe Asset Management
Nevada
$302K -$546K -7,070 -60%
BWM
509
BNC Wealth Management
Oregon
$302K +$358K +4,630 New
GVAG
510
Great Valley Advisor Group
Delaware
$301K -$82.7K -1,070 -19%
JWCA
511
J.W. Cole Advisors
Florida
$298K -$47.9K -620 -12%
MWM
512
Mattern Wealth Management
Kansas
$298K +$5.41K +70 +2%
MA
513
Mutual Advisors
Nebraska
$296K -$67.2K -870 -16%
CB
514
CNB Bank
Pennsylvania
$296K +$56.4K +730 +19%
CIC
515
Carnegie Investment Counsel
Ohio
$295K +$350K +4,530 New
BW
516
Bison Wealth
Georgia
$294K -$116K -1,500 -25%
CWM
517
Concentrum Wealth Management
California
$293K -$55.6K -720 -14%
BFO
518
Boston Family Office
Massachusetts
$293K -$19.3K -250 -5%
MYAM
519
Meiji Yasuda Asset Management
Japan
$289K +$343K +4,440 New
AA
520
ALPS Advisors
Colorado
$287K +$341K +4,410 New
CA
521
Calton & Associates
Florida
$286K -$118K -1,530 -26%
AWM
522
Aries Wealth Management
Maine
$286K – – –
MFA
523
Mayflower Financial Advisors
Massachusetts
$284K +$15.5K +200 +5%
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$282K -$187K -2,420 -36%
HTC
525
Haverford Trust Company
Pennsylvania
$280K -$30.9K -400 -9%
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