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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
551
Ferguson Wellman Capital Management
Oregon
$396K – – –
CRCM
552
Corbett Road Capital Management
Virginia
$396K +$1.84K +21 +0.5%
PWM
553
Perigon Wealth Management
California
$395K +$90.9K +1,038 +32%
HTC
554
Haverford Trust Company
Pennsylvania
$394K -$29.2K -333 -7%
PA
555
Profund Advisors
Maryland
$391K +$12.3K +140 +3%
OPS
556
Orion Portfolio Solutions
Nebraska
$388K +$8.93K +102 +2%
HWAM
557
Hennion & Walsh Asset Management
New Jersey
$385K +$28.1K +321 +8%
ARG
558
Advisory Resource Group
Oklahoma
$385K +$66.6K +760 +16%
DWM
559
Dakota Wealth Management
Florida
$382K +$99.1K +1,131 +37%
PWM
560
PRW Wealth Management
Massachusetts
$380K -$493K -5,628 -58%
VCA
561
Verdence Capital Advisors
Maryland
$379K -$41.6K -475 -10%
RB
562
Renasant Bank
Mississippi
$376K – – –
CC
563
Callan Capital
California
$376K +$359K +4,100 New
GKWIM
564
Gerber Kawasaki Wealth & Investment Management
California
$369K -$88 -1 -0%
DTL
565
Dynamic Technology Lab
Singapore
$369K +$43.7K +499 +14%
DWA
566
Douglass Winthrop Advisors
New York
$368K – – –
PIA
567
Perennial Investment Advisors
California
$368K +$4.82K +55 +1%
MWM
568
Madison Wealth Management
Ohio
$367K -$87.6K -1,000 -20%
AWM
569
Aries Wealth Management
Maine
$367K – – –
MIM
570
Montgomery Investment Management
Maryland
$367K – – –
ACMA
571
Arbor Capital Management (Alaska)
Alaska
$367K +$350K +4,000 New
AIM
572
Axiom Investment Management
New York
$363K – – –
UB
573
UMB Bank
Missouri
$361K +$61K +697 +22%
EI
574
Ethic Inc
New York
$361K +$345K +3,937 New
BA
575
Bristlecone Advisors
Washington
$358K +$30.5K +348 +10%
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