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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
551
Principal Securities
Iowa
$541K +$50.9K +672 +12%
CB
552
CNB Bank
Pennsylvania
$538K +$24.6K +325 +6%
9WM
553
9258 Wealth Management
Ohio
$537K -$909 -12 -0.2%
HSA
554
HBK Sorce Advisory
Pennsylvania
$537K -$217K -2,866 -32%
HWA
555
HHM Wealth Advisors
Tennessee
$533K – – –
PA
556
Parallel Advisors
California
$533K +$26.1K +345 +6%
PCG
557
Prosperity Consulting Group
Maryland
$531K +$52.4K +691 +13%
FWP
558
FAS Wealth Partners
Kansas
$526K -$176K -2,320 -28%
BC
559
Broadwater Capital
Massachusetts
$525K – – –
RG
560
Rathbones Group
United Kingdom
$521K -$53K -700 -11%
CC
561
Corton Capital
Ontario, Canada
$512K +$444K +5,862 New
HTC
562
Haverford Trust Company
Pennsylvania
$510K – – –
CPL
563
CAP Partners LLC
Tennessee
$509K +$24.1K +318 +6%
CAI
564
Capital Advisors Inc
Oklahoma
$505K – – –
KIA
565
Knollwood Investment Advisory
Maryland
$503K – – –
FAIM
566
Financial Advocates Investment Management
Washington
$500K -$7.35K -97 -2%
VFA
567
Voya Financial Advisors
Connecticut
$499K -$18K -238 -4%
LIM
568
Loudon Investment Management
New Hampshire
$498K -$114K -1,500 -21%
YMRC
569
Yorktown Management & Research Company
Virginia
$498K – – –
YCM
570
Yousif Capital Management
Michigan
$496K +$35.3K +466 +9%
LCM
571
LCM Capital Management
Illinois
$494K – – –
CPIG
572
Chicago Partners Investment Group
Illinois
$494K +$3.94K +52 +0.9%
AC
573
Avestar Capital
New York
$493K +$18K +238 +4%
GKWIM
574
Gerber Kawasaki Wealth & Investment Management
California
$491K – – –
SAM
575
Shell Asset Management
Netherlands
$489K -$257K -3,390 -40%
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