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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
526
Castle Rock Wealth Management
California
$316K -$262K -3,628 -43%
FAB
527
First American Bank
Illinois
$314K -$25.4K -351 -7%
CWM
528
Concentrum Wealth Management
California
$312K – – –
MFA
529
Mayflower Financial Advisors
Massachusetts
$310K +$722 +10 +0.2%
TFS
530
Thoroughbred Financial Services
Tennessee
$309K -$119K -1,648 -27%
CCP
531
Corient Capital Partners
California
$309K -$2.24K -31 -0.7%
ACMA
532
Arbor Capital Management (Alaska)
Alaska
$308K +$19.7K +273 +7%
OFS
533
OneAscent Financial Services
Alabama
$308K +$112K +1,549 +53%
AWM
534
Avitas Wealth Management
California
$307K -$509K -7,048 -61%
MWM
535
Mattern Wealth Management
Kansas
$307K – – –
UCB
536
United Community Bank
South Carolina
$305K +$5.78K +80 +2%
XT
537
XTX Topco
Cayman Islands
$303K +$317K +4,382 New
HIMC
538
Heritage Investors Management Corp
Maryland
$301K – – –
FWCM
539
Ferguson Wellman Capital Management
Oregon
$301K +$2.17K +30 +0.7%
HTC
540
Haverford Trust Company
Pennsylvania
$298K – – –
BPA
541
Beacon Pointe Advisors
California
$295K +$117K +1,621 +62%
LA
542
Latitude Advisors
Florida
$294K +$119K +1,652 +64%
SCA
543
Spearhead Capital Advisors
Florida
$293K -$169K -2,345 -36%
FWM
544
Focused Wealth Management
New York
$293K -$64.6K -895 -17%
CWM
545
Cornerstone Wealth Management
Missouri
$293K -$50.6K -700 -14%
CAMG
546
CWA Asset Management Group
Florida
$292K -$33.4K -463 -10%
PPW
547
Pinnacle Private Wealth
Massachusetts
$289K +$28.9K +400 +11%
VCA
548
Verdence Capital Advisors
Maryland
$286K – – –
HWAM
549
Hennion & Walsh Asset Management
New Jersey
$285K -$6.43K -89 -2%
RB
550
Renasant Bank
Mississippi
$284K – – –
20 21
22
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