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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
501
Brighton Jones LLC
Washington
$333K +$42.2K +660 +18%
NA
502
NewEdge Advisors
Louisiana
$331K -$311K -4,862 -53%
CA
503
Calton & Associates
Florida
$329K -$8.24K -129 -3%
SC
504
Scotia Capital
Ontario, Canada
$328K -$45K -705 -14%
FH
505
FWG Holdings
Florida
$327K +$270K +4,229 New
MWM
506
Mattern Wealth Management
Kansas
$326K +$3.19K +50 +1%
PA
507
Parallel Advisors
California
$326K +$24.5K +383 +10%
SG
508
StoneX Group
New York
$325K +$21K +329 +9%
GG
509
Gofen & Glossberg
Illinois
$321K +$265K +4,150 New
BPA
510
Beacon Pointe Advisors
California
$319K +$264K +4,130 New
HIM
511
Hanlon Investment Management
New Jersey
$317K -$12.8K -200 -5%
RB
512
Renasant Bank
Mississippi
$317K – – –
JSC
513
Jackson Square Capital
California
$317K +$6.39K +100 +3%
CAM
514
ClariVest Asset Management
California
$315K – – –
HAS
515
HBW Advisory Services
California
$313K +$258K +4,044 New
DWA
516
Douglass Winthrop Advisors
New York
$311K – – –
AWM
517
Aries Wealth Management
Maine
$309K – – –
MIM
518
Montgomery Investment Management
Maryland
$309K – – –
HCM
519
Hall Capital Management
Rhode Island
$309K +$256K +4,000 New
MAFM
520
Mid Atlantic Financial Management
Pennsylvania
$308K -$22K -344 -8%
PCA
521
Personal Capital Advisors
California
$308K +$51.1K +800 +25%
SS
522
Simplicity Solutions
Minnesota
$307K +$55K +861 +28%
AIM
523
Axiom Investment Management
New York
$305K +$16K +250 +7%
PIA
524
Perennial Investment Advisors
California
$304K -$263K -4,115 -51%
NWM
525
Northwest Wealth Management
Iowa
$302K -$516K -8,080 -67%
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