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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
551
Vivid Financial Management
California
$255K +$34.8K +450 +13%
CCP
552
Corient Capital Partners
California
$255K +$40.2K +520 +15%
RWB
553
RMR Wealth Builders
New Jersey
$253K +$277K +3,590 +1,197%
SG
554
StoneX Group
New York
$252K +$23.2K +300 +8%
PA
555
Parallel Advisors
California
$250K +$27.8K +360 +10%
ACM
556
Adalta Capital Management
New York
$245K – – –
HIMC
557
Heritage Investors Management Corp
Maryland
$244K -$135K -1,750 -32%
TMAM
558
Tokio Marine Asset Management
Japan
$243K +$54.9K +710 +24%
LI
559
LVZ Inc
Michigan
$241K – – –
AIM
560
Axiom Investment Management
New York
$240K -$2.19M -28,340 -88%
WB
561
Webster Bank
Connecticut
$239K – – –
SF
562
Symphony Financial
Texas
$237K -$2.32K -30 -0.8%
BJL
563
Brighton Jones LLC
Washington
$237K +$19.3K +250 +7%
PFG
564
PAX Financial Group
Texas
$237K +$281K +3,630 New
PM
565
Parametrica Management
Hong Kong
$236K +$291K +3,770 New
VFA
566
Voya Financial Advisors
Connecticut
$235K +$18.5K +240 +7%
LWM
567
Laidlaw Wealth Management
New York
$233K -$86.6K -1,120 -24%
CCP
568
Cardan Capital Partners
Colorado
$231K -$96.6K -1,250 -26%
DIM
569
DC Investments Management
Virginia
$229K +$271K +3,510 New
WLPWM
570
Walled Lake Planning & Wealth Management
Illinois
$227K – – –
CIAS
571
Capital Investment Advisory Services
North Carolina
$226K +$11.6K +150 +5%
DACG
572
Donor Advised Charitable Giving
California
$225K – – –
HI
573
Harbour Investments
Wisconsin
$225K +$267K +3,450 New
SP
574
Symmetry Partners
Connecticut
$224K -$162K -2,100 -38%
BCA
575
Bay Colony Advisors
Massachusetts
$223K – – –
21 22
23
24 25