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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
501
Western Financial Corp
California
$633K -$114K -1,410 -15%
BCV
502
Banque Cantonale Vaudoise
Switzerland
$632K +$220K +2,717 +51%
VI
503
Versor Investments
New York
$630K -$75.4K -933 -10%
SIG
504
Sargent Investment Group
Maryland
$630K +$652K +8,060 New
PTC
505
Petrus Trust Company
Texas
$625K +$646K +7,994 New
SFA
506
Sequoia Financial Advisors
Ohio
$621K -$17.2K -213 -3%
AWM
507
Atticus Wealth Management
Florida
$619K +$17.2K +213 +3%
GAM
508
Gotham Asset Management
New York
$606K -$1.36M -16,762 -68%
WMA
509
Wealth Management Associates
New Jersey
$602K – – –
DAS
510
Dynamic Advisor Solutions
Arizona
$599K +$301K +3,727 +95%
CG
511
Caprock Group
Idaho
$594K -$163K -2,017 -21%
PTC
512
Private Trust Company
Ohio
$586K -$81 -1 -0%
LCM
513
Lattice Capital Management
Washington
$586K – – –
TSWM
514
Tyler-Stone Wealth Management
Ohio
$582K – – –
SP
515
Symmetry Partners
Connecticut
$579K +$599K +7,403 New
CL
516
Choreo LLC
Illinois
$573K +$4.45K +55 +0.8%
SM
517
STF Management
Texas
$563K +$583K +7,206 New
LSA
518
Leonteq Securities AG
Switzerland
$563K -$297K -3,678 -34%
LIM
519
Loudon Investment Management
New Hampshire
$563K – – –
PCMU
520
Paragon Capital Management (Utah)
Utah
$560K +$580K +7,172 New
EA
521
Emerald Advisers
Pennsylvania
$556K +$167K +2,063 +41%
GHA
522
Granite Harbor Advisors
Texas
$553K -$156K -1,928 -21%
MC
523
Mathes Company
New York
$547K +$40.4K +500 +8%
RG
524
Rathbones Group
United Kingdom
$546K +$113K +1,401 +25%
CAG
525
Csenge Advisory Group
Florida
$541K -$136K -1,681 -20%
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