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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
551
CNB Bank
Pennsylvania
$305K +$26.4K +350 +10%
CAM
552
Cresset Asset Management
Illinois
$305K +$288K +3,810 New
OPS
553
Orion Portfolio Solutions
Nebraska
$304K +$287K +3,800 New
CRI
554
Colonial River Investments
Virginia
$302K +$264K +3,500 New
ACM
555
Adalta Capital Management
New York
$301K +$284K +3,760 New
EGWAG
556
Elwood & Goetz Wealth Advisory Group
Georgia
$300K +$283K +3,750 New
NFG
557
Next Financial Group
Texas
$298K +$143K +1,900 +104%
LI
558
LVZ Inc
Michigan
$296K -$60.4K -800 -18%
S
559
SignatureFD
Georgia
$296K +$108K +1,430 +63%
AIM
560
Axiom Investment Management
New York
$296K +$1.4M +18,590 +138%
WB
561
Webster Bank
Connecticut
$294K +$264K +3,500 +2,059%
IB
562
Intrust Bank
Kansas
$293K -$108K -1,430 -28%
SC
563
Scotia Capital
Ontario, Canada
$292K -$28.7K -380 -9%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$288K +$271K +3,590 New
VFA
565
Voya Financial Advisors
Connecticut
$287K -$112K -1,480 -30%
SG
566
StoneX Group
New York
$286K +$270K +3,570 New
FCA
567
FinTrust Capital Advisors
South Carolina
$280K -$502K -6,650 -66%
WLPWM
568
Walled Lake Planning & Wealth Management
Illinois
$280K -$20.4K -270 -7%
KIA
569
KCM Investment Advisors
California
$279K +$263K +3,480 New
PA
570
Parallel Advisors
California
$278K +$24.9K +330 +11%
VFM
571
Vivid Financial Management
California
$277K +$261K +3,460 New
DWM
572
Dakota Wealth Management
Florida
$276K +$261K +3,450 New
DACG
573
Donor Advised Charitable Giving
California
$276K +$261K +3,450 New
HCM
574
Hall Capital Management
Rhode Island
$276K +$261K +3,450 New
SF
575
Symphony Financial
Texas
$276K +$270K +3,570 New
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