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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
526
Axiom Investment Management
New York
$305K +$16K +250 +7%
PIA
527
Perennial Investment Advisors
California
$304K -$263K -4,115 -51%
NWM
528
Northwest Wealth Management
Iowa
$302K -$516K -8,080 -67%
ICM
529
Infini Capital Management
Hong Kong
$302K +$249K +3,900 New
IMF
530
Infini Master Fund
Hong Kong
$302K +$249K +3,900 New
PCM
531
Pointe Capital Management
Michigan
$302K +$250K +3,905 New
LWM
532
Laidlaw Wealth Management
New York
$301K +$19.8K +310 +9%
HR
533
Hayden Royal
North Carolina
$301K +$39K +610 +19%
TI
534
Tidal Investments
Wisconsin
$300K +$248K +3,879 New
GAM
535
Gotham Asset Management
New York
$296K -$4.61M -72,190 -95%
LA
536
LexAurum Advisors
Kansas
$294K +$243K +3,800 New
JWCA
537
J.W. Cole Advisors
Florida
$293K -$49.8K -779 -17%
ACM
538
Adalta Capital Management
New York
$291K – – –
HIMC
539
Heritage Investors Management Corp
Maryland
$290K – – –
CIAS
540
Capital Investment Advisory Services
North Carolina
$289K +$17K +266 +8%
CAN
541
Claraphi Advisory Network
United States
$286K -$131K -2,049 -36%
LI
542
LVZ Inc
Michigan
$286K – – –
CAGAS
543
Capital Advisory Group Advisory Services
Minnesota
$284K +$203K +3,176 +635%
NFG
544
Nadler Financial Group
Illinois
$278K +$14.7K +230 +7%
BCM
545
Breiter Capital Management
Florida
$278K +$230K +3,596 New
SF
546
Symphony Financial
Texas
$277K – – –
TAM
547
Tocqueville Asset Management
New York
$273K -$28.8K -450 -11%
CAAS
548
Capital Asset Advisory Services
Michigan
$273K +$226K +3,530 New
RM
549
Resource Management
Louisiana
$273K +$226K +3,530 New
OPS
550
Orion Portfolio Solutions
Nebraska
$270K -$27.2K -426 -11%
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