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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
501
9258 Wealth Management
Ohio
$216K -$22K -401 -7%
ACI
502
Alpha Cubed Investments
California
$216K -$11.3K -206 -4%
CNB
503
Camden National Bank
Maine
$213K -$1.37K -25 -0.5%
BWP
504
Baldwin Wealth Partners
Massachusetts
$213K – – –
OWM
505
OneAscent Wealth Management
Alabama
$213K +$12.3K +225 +5%
NA
506
NewEdge Advisors
Louisiana
$211K +$276K +5,048 New
AC
507
Avestar Capital
New York
$209K -$437K -7,987 -61%
MWM
508
Madison Wealth Management
Ohio
$209K – – –
AFS
509
AFG Fiduciary Services
Massachusetts
$209K +$274K +5,000 New
BCV
510
Banque Cantonale Vaudoise
Switzerland
$208K -$89.6K -1,636 -25%
CAI
511
Capital Advisors Inc
Oklahoma
$207K – – –
AC
512
Allstate Corporation
Illinois
$206K -$781K -14,257 -74%
HIMC
513
Heritage Investors Management Corp
Maryland
$205K +$30.1K +550 +13%
MCM
514
Manchester Capital Management
Vermont
$204K +$4.66K +85 +2%
UCB
515
United Community Bank
South Carolina
$203K +$24.4K +445 +10%
MC
516
Moors & Cabot
Massachusetts
$202K -$60.9K -1,112 -19%
CT
517
Coastline Trust
Rhode Island
$201K – – –
CI
518
Cigna Investments
Connecticut
$201K +$11.3K +206 +4%
CAM
519
CenterStar Asset Management
Illinois
$196K – – –
SGA
520
Seaport Global Advisors
Massachusetts
$186K +$163K +2,985 +206%
PA
521
Parallel Advisors
California
$185K -$68.5K -1,251 -22%
FWM
522
Focused Wealth Management
New York
$169K -$11K -200 -5%
AWM
523
Avondale Wealth Management
Texas
$168K +$219K +4,000 New
FMLI
524
Fukoku Mutual Life Insurance
Japan
$159K – – –
FHA
525
First Horizon Advisors
Tennessee
$152K +$166K +3,024 +477%
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