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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
Avestar Capital
New York
$299K +$626 +11 +0.2%
DAS
502
Dynamic Advisor Solutions
Arizona
$298K -$35.3K -620 -11%
MC
503
Moors & Cabot
Massachusetts
$298K +$9.05K +159 +3%
BCV
504
Banque Cantonale Vaudoise
Switzerland
$296K – – –
HIMC
505
Heritage Investors Management Corp
Maryland
$293K – – –
UCB
506
United Community Bank
South Carolina
$290K – – –
GC
507
Guggenheim Capital
Illinois
$290K -$38.9K -684 -12%
CAI
508
Capital Advisors Inc
Oklahoma
$290K +$45.5K +800 +16%
MCM
509
Manchester Capital Management
Vermont
$288K -$2.28K -40 -0.8%
CT
510
Coastline Trust
Rhode Island
$287K – – –
FIA
511
Foundations Investment Advisors
Arizona
$287K +$274K +4,811 New
CI
512
Cigna Investments
Connecticut
$286K – – –
WWM
513
Western Wealth Management
Colorado
$286K +$275K +4,826 New
OPS
514
Orion Portfolio Solutions
Nebraska
$284K +$270K +4,751 New
SGA
515
Seaport Global Advisors
Massachusetts
$282K +$16K +282 +6%
P
516
Pitcairn
Pennsylvania
$282K +$268K +4,713 New
KCIA
517
Kingsbury Capital Investment Advisors
Illinois
$281K -$74K -1,300 -22%
CPIG
518
Chicago Partners Investment Group
Illinois
$279K +$363K +6,387 New
PCA
519
Personal Capital Advisors
California
$278K +$265K +4,659 New
BAM
520
Belpointe Asset Management
Nevada
$276K +$65.8K +1,157 +33%
CHA
521
Carmichael Hill & Associates
Maryland
$274K -$48.9K -860 -16%
9WM
522
9258 Wealth Management
Ohio
$272K -$34.1K -600 -12%
ACMA
523
Arbor Capital Management (Alaska)
Alaska
$271K +$243K +4,273 New
FAB
524
First American Bank
Illinois
$271K +$258K +4,529 New
MYAM
525
Meiji Yasuda Asset Management
Japan
$270K -$38.1K -670 -13%
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