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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
551
Cresset Asset Management
Illinois
$305K +$288K +3,810 New
OPS
552
Orion Portfolio Solutions
Nebraska
$304K +$287K +3,800 New
ACM
553
Adalta Capital Management
New York
$301K +$284K +3,760 New
EGWAG
554
Elwood & Goetz Wealth Advisory Group
Georgia
$300K +$283K +3,750 New
NFG
555
Next Financial Group
Texas
$298K +$143K +1,900 +104%
LI
556
LVZ Inc
Michigan
$296K -$60.4K -800 -18%
S
557
SignatureFD
Georgia
$296K +$108K +1,430 +63%
WB
558
Webster Bank
Connecticut
$294K +$264K +3,500 +2,059%
IB
559
Intrust Bank
Kansas
$293K -$108K -1,430 -28%
SC
560
Scotia Capital
Ontario, Canada
$292K -$28.7K -380 -9%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$288K +$271K +3,590 New
VFA
562
Voya Financial Advisors
Connecticut
$287K -$112K -1,480 -30%
SG
563
StoneX Group
New York
$286K +$270K +3,570 New
FCA
564
FinTrust Capital Advisors
South Carolina
$280K -$502K -6,650 -66%
WLPWM
565
Walled Lake Planning & Wealth Management
Illinois
$280K -$20.4K -270 -7%
KIA
566
KCM Investment Advisors
California
$279K +$263K +3,480 New
PA
567
Parallel Advisors
California
$278K +$24.9K +330 +11%
VFM
568
Vivid Financial Management
California
$277K +$261K +3,460 New
DWM
569
Dakota Wealth Management
Florida
$276K +$261K +3,450 New
DACG
570
Donor Advised Charitable Giving
California
$276K +$261K +3,450 New
HCM
571
Hall Capital Management
Rhode Island
$276K +$261K +3,450 New
SF
572
Symphony Financial
Texas
$276K +$270K +3,570 New
BCA
573
Bay Colony Advisors
Massachusetts
$274K +$258K +3,420 New
CFG
574
CKW Financial Group
Hawaii
$273K – – –
BJL
575
Brighton Jones LLC
Washington
$272K +$256K +3,390 New
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