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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Madison Wealth Management
Ohio
$299K – – –
AC
502
Avestar Capital
New York
$299K +$626 +11 +0.2%
DAS
503
Dynamic Advisor Solutions
Arizona
$298K -$35.3K -620 -11%
MC
504
Moors & Cabot
Massachusetts
$298K +$9.05K +159 +3%
BCV
505
Banque Cantonale Vaudoise
Switzerland
$296K – – –
HIMC
506
Heritage Investors Management Corp
Maryland
$293K – – –
UCB
507
United Community Bank
South Carolina
$290K – – –
GC
508
Guggenheim Capital
Illinois
$290K -$38.9K -684 -12%
CAI
509
Capital Advisors Inc
Oklahoma
$290K +$45.5K +800 +16%
MCM
510
Manchester Capital Management
Vermont
$288K -$2.28K -40 -0.8%
CT
511
Coastline Trust
Rhode Island
$287K – – –
FIA
512
Foundations Investment Advisors
Arizona
$287K +$274K +4,811 New
CI
513
Cigna Investments
Connecticut
$286K – – –
WWM
514
Western Wealth Management
Colorado
$286K +$275K +4,826 New
OPS
515
Orion Portfolio Solutions
Nebraska
$284K +$270K +4,751 New
SGA
516
Seaport Global Advisors
Massachusetts
$282K +$16K +282 +6%
P
517
Pitcairn
Pennsylvania
$282K +$268K +4,713 New
KCIA
518
Kingsbury Capital Investment Advisors
Illinois
$281K -$74K -1,300 -22%
CPIG
519
Chicago Partners Investment Group
Illinois
$279K +$363K +6,387 New
PCA
520
Personal Capital Advisors
California
$278K +$265K +4,659 New
BAM
521
Belpointe Asset Management
Nevada
$276K +$65.8K +1,157 +33%
CHA
522
Carmichael Hill & Associates
Maryland
$274K -$48.9K -860 -16%
9WM
523
9258 Wealth Management
Ohio
$272K -$34.1K -600 -12%
ACMA
524
Arbor Capital Management (Alaska)
Alaska
$271K +$243K +4,273 New
FAB
525
First American Bank
Illinois
$271K +$258K +4,529 New
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