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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
526
Infini Capital Management
Hong Kong
$302K +$249K +3,900 New
IMF
527
Infini Master Fund
Hong Kong
$302K +$249K +3,900 New
PCM
528
Pointe Capital Management
Michigan
$302K +$250K +3,905 New
LWM
529
Laidlaw Wealth Management
New York
$301K +$19.8K +310 +9%
HR
530
Hayden Royal
North Carolina
$301K +$39K +610 +19%
TI
531
Tidal Investments
Wisconsin
$300K +$248K +3,879 New
GAM
532
Gotham Asset Management
New York
$296K -$4.61M -72,190 -95%
LA
533
LexAurum Advisors
Kansas
$294K +$243K +3,800 New
JWCA
534
J.W. Cole Advisors
Florida
$293K -$49.8K -779 -17%
ACM
535
Adalta Capital Management
New York
$291K – – –
HIMC
536
Heritage Investors Management Corp
Maryland
$290K – – –
CIAS
537
Capital Investment Advisory Services
North Carolina
$289K +$17K +266 +8%
CAN
538
Claraphi Advisory Network
United States
$286K -$131K -2,049 -36%
LI
539
LVZ Inc
Michigan
$286K – – –
CAGAS
540
Capital Advisory Group Advisory Services
Minnesota
$284K +$203K +3,176 +635%
NFG
541
Nadler Financial Group
Illinois
$278K +$14.7K +230 +7%
BCM
542
Breiter Capital Management
Florida
$278K +$230K +3,596 New
SF
543
Symphony Financial
Texas
$277K – – –
TAM
544
Tocqueville Asset Management
New York
$273K -$28.8K -450 -11%
CAAS
545
Capital Asset Advisory Services
Michigan
$273K +$226K +3,530 New
RM
546
Resource Management
Louisiana
$273K +$226K +3,530 New
OPS
547
Orion Portfolio Solutions
Nebraska
$270K -$27.2K -426 -11%
WLPWM
548
Walled Lake Planning & Wealth Management
Illinois
$270K – – –
DACG
549
Donor Advised Charitable Giving
California
$267K – – –
HI
550
Harbour Investments
Wisconsin
$263K -$3.19K -50 -1%
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