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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Parallel Advisors
California
$242K -$21.2K -373 -8%
SW
552
SVB Wealth
Massachusetts
$240K +$229K +4,023 New
AWM
553
Avondale Wealth Management
Texas
$239K – – –
GPCM
554
Granite Point Capital Management
Massachusetts
$239K +$228K +4,000 New
MIM
555
Montgomery Investment Management
Maryland
$239K +$228K +4,000 New
OCM
556
Octahedron Capital Management
California
$239K +$228K +4,000 New
BPA
557
Beacon Pointe Advisors
California
$236K +$223K +3,917 New
ET
558
Equitable Trust
Tennessee
$236K +$225K +3,958 New
GCP
559
Gill Capital Partners
Colorado
$235K +$4.55K +80 +2%
HWAM
560
Hennion & Walsh Asset Management
New Jersey
$235K +$223K +3,926 New
PP
561
PDT Partners
New York
$233K +$222K +3,900 New
RFA
562
Resurgent Financial Advisors
Georgia
$230K +$219K +3,848 New
FHA
563
First Horizon Advisors
Tennessee
$229K +$11.1K +195 +5%
IWM
564
IHT Wealth Management
Illinois
$228K +$217K +3,808 New
CIA
565
Capital Impact Advisors
Massachusetts
$224K -$82.6K -1,451 -28%
AFA
566
Arlington Financial Advisors
California
$222K +$211K +3,709 New
DILIC
567
Dai-ichi Life Insurance Company
Japan
$222K +$211K +3,709 New
V
568
Veritable
Delaware
$222K +$211K +3,716 New
OIA
569
OneDigital Investment Advisors
Kansas
$221K +$211K +3,700 New
OWM
570
OneAscent Wealth Management
Alabama
$219K -$81.3K -1,429 -28%
NWM
571
Northwest Wealth Management
Iowa
$219K +$209K +3,670 New
LNWWM
572
Laird Norton Wetherby Wealth Management
California
$217K +$206K +3,628 New
YMRC
573
Yorktown Management & Research Company
Virginia
$214K +$204K +3,580 New
AWM
574
Aries Wealth Management
Maine
$213K +$228K +4,000 New
OFS
575
OneAscent Financial Services
Alabama
$211K +$201K +3,534 New
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