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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Waverly Advisors
Alabama
$814K -$693K -10,847 -49%
HWM
527
HB Wealth Management
Georgia
$809K -$71.1K -1,113 -9%
EFG
528
Everhart Financial Group
Ohio
$803K +$87.5K +1,370 +14%
IA
529
IFP Advisors
Florida
$799K -$121K -1,902 -15%
SPIA
530
Steward Partners Investment Advisory
New York
$798K -$24.4K -382 -3%
IMCOOI
531
Investment Management Corp of Ontario (IMCO)
Canada
$796K -$102K -1,600 -13%
VF
532
Virtu Financial
New York
$795K -$2.74M -42,901 -80%
SF
533
Summit Financial
New Jersey
$794K -$45.6K -714 -6%
LFAS
534
Level Four Advisory Services
Texas
$790K +$79.6K +1,246 +13%
C
535
Certuity
Florida
$789K +$46.1K +722 +7%
CPIG
536
Chicago Partners Investment Group
Illinois
$786K +$147K +2,308 +33%
WIA
537
World Investment Advisors
California
$786K +$49.7K +778 +8%
UAS
538
United Asset Strategies
New York
$768K +$681K +10,673 New
CIS
539
Custom Index Systems
New York
$757K +$152K +2,383 +29%
GP
540
Guardian Partners
Canada
$756K +$639K +10,000 New
EFM
541
E Fund Management
China
$750K -$69.9K -1,095 -10%
PVI
542
Pine Valley Investments
New Jersey
$749K +$665K +10,411 New
CIA
543
Concurrent Investment Advisors
Florida
$744K -$11.1K -174 -2%
CUAMC
544
China Universal Asset Management Company
China
$732K -$63.8K -999 -9%
CAM
545
Cresset Asset Management
Illinois
$729K -$399K -6,252 -38%
VWA
546
Visionary Wealth Advisors
Illinois
$728K +$20.9K +327 +3%
BSB
547
Bangor Savings Bank
Maine
$726K -$40.2K -630 -6%
IIA
548
IPG Investment Advisors
California
$723K – – –
SC
549
Scotia Capital
Ontario, Canada
$722K -$34.7K -544 -5%
GCP
550
GSA Capital Partners
United Kingdom
$722K +$640K +10,024 New
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