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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
526
Artemis Investment Management
United Kingdom
$286K +$250K +4,704 New
BCV
527
Banque Cantonale Vaudoise
Switzerland
$285K -$12.6K -236 -5%
P
528
Pitcairn
Pennsylvania
$283K -$4.36K -82 -2%
RJT
529
Raymond James Trust
Florida
$282K -$34.1K -640 -12%
GAM
530
Grandview Asset Management
Pennsylvania
$281K -$79.8K -1,500 -25%
MFA
531
Mayflower Financial Advisors
Massachusetts
$281K +$5.7K +107 +2%
AWM
532
Atticus Wealth Management
Florida
$277K -$37.3K -701 -13%
FAB
533
First American Bank
Illinois
$276K – – –
DF
534
Donoghue Forlines
Massachusetts
$275K -$36.6K -688 -13%
FC
535
Fulcrum Capital
Washington
$274K +$240K +4,500 New
SCP
536
Sender Company & Partners
New York
$274K -$767K -14,418 -76%
HPIA
537
Hamilton Point Investment Advisors
North Carolina
$273K +$238K +4,480 New
CWM
538
Cornerstone Wealth Management
Missouri
$272K +$238K +4,469 New
CW
539
Channel Wealth
California
$272K +$237K +4,460 New
CPRC
540
Consolidated Portfolio Review Corp
New York
$271K +$237K +4,456 New
DAS
541
Dynamic Advisor Solutions
Arizona
$271K -$5.7K -107 -2%
OR
542
Olympiad Research
Connecticut
$271K +$236K +4,441 New
CHA
543
Carmichael Hill & Associates
Maryland
$267K – – –
MWM
544
Mattern Wealth Management
Kansas
$267K +$234K +4,390 New
CF
545
Centaurus Financial
California
$267K +$2.13K +40 +0.9%
FWCM
546
Ferguson Wellman Capital Management
Oregon
$266K +$232K +4,366 New
BPA
547
Beacon Pointe Advisors
California
$265K +$232K +4,350 New
DWA
548
Douglass Winthrop Advisors
New York
$263K +$230K +4,320 New
SWP
549
Stratos Wealth Partners
Ohio
$260K -$67.1K -1,261 -23%
SW
550
SVB Wealth
Massachusetts
$259K +$227K +4,258 New
20 21
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