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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SVB Wealth
Massachusetts
$259K +$227K +4,258 New
HWM
552
HB Wealth Management
Georgia
$259K +$226K +4,251 New
VWM
553
Venturi Wealth Management
Texas
$257K +$225K +4,227 New
GCP
554
Gill Capital Partners
Colorado
$257K +$224K +4,214 New
CCIA
555
Campbell & Co Investment Adviser
Maryland
$254K +$222K +4,168 New
MYAM
556
Meiji Yasuda Asset Management
Japan
$251K +$219K +4,120 New
BFM
557
Boothbay Fund Management
New York
$251K -$40.9K -769 -16%
AFG
558
Alterity Financial Group
Maine
$250K +$218K +4,105 New
ACMA
559
Arbor Capital Management (Alaska)
Alaska
$246K +$213K +4,000 New
PA
560
PFG Advisors
Arizona
$245K +$214K +4,018 New
AWM
561
Avitas Wealth Management
California
$244K +$214K +4,012 New
AWM
562
Avondale Wealth Management
Texas
$244K – – –
AWM
563
Aries Wealth Management
Maine
$244K +$213K +4,000 New
MIM
564
Montgomery Investment Management
Maryland
$244K +$213K +4,000 New
VIM
565
Vista Investment Management
Pennsylvania
$243K -$38.9K -731 -15%
FWM
566
Focused Wealth Management
New York
$242K +$2.02K +38 +1%
ONB
567
Old National Bancorp
Indiana
$240K +$210K +3,938 New
CAM
568
Cresset Asset Management
Illinois
$240K +$209K +3,932 New
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$239K +$209K +3,930 New
OWM
570
OneAscent Wealth Management
Alabama
$239K +$209K +3,925 New
FMLI
571
Fukoku Mutual Life Insurance
Japan
$239K -$60.8K -1,142 -23%
GKWIM
572
Gerber Kawasaki Wealth & Investment Management
California
$238K -$61.3K -1,152 -23%
TSS
573
Two Sigma Securities
New York
$237K -$439K -8,244 -68%
PFO
574
Pathstone Family Office
New Jersey
$236K +$173K +3,245 New
RIL
575
Rothschild Investment LLC
Illinois
$235K +$205K +3,850 New
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