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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
551
AXS Investments
New York
$581K -$27.6K -305 -3%
SC
552
Scotia Capital
Ontario, Canada
$579K +$323K +3,565 +51%
CIA
553
Concurrent Investment Advisors
Florida
$575K +$62.2K +688 +7%
C
554
Certuity
Florida
$569K -$16.6K -184 -2%
MG
555
Marex Group
$565K +$627K +6,932 +204%
FCM
556
Fieldview Capital Management
Michigan
$565K +$935K +10,330 New
BIA
557
Baer Investment Advisory
California
$565K +$9.23K +102 +12%
RIL
558
Rothschild Investment LLC
Illinois
$558K -$90.3K -998 -9%
MYIA
559
Mount Yale Investment Advisors
Colorado
$556K +$386K +4,272 +73%
WIA
560
World Investment Advisors
California
$555K +$88.2K +975 +11%
QOP
561
Quinn Opportunity Partners
Virginia
$553K +$914K +10,100 New
IIA
562
IPG Investment Advisors
California
$550K +$909K +10,049 New
TI
563
Tidal Investments
Wisconsin
$549K -$297K -3,284 -25%
PVM
564
Palogic Value Management
Texas
$547K +$905K +10,000 New
SMTF
565
Sphera Management Technology Funds
Israel
$547K +$905K +10,000 New
KWM
566
Kingsview Wealth Management
Oregon
$545K +$47.5K +525 +6%
RFN
567
Redwood Financial Network
Ohio
$543K -$2.71K -30 -0.3%
HPC
568
HM Payson & Co
Maine
$540K – – –
MGP
569
Metis Global Partners
California
$538K -$61.3K -678 -6%
IAS
570
Insigneo Advisory Services
Florida
$538K +$13K +144 +1%
VWA
571
Visionary Wealth Advisors
Illinois
$536K -$132K -1,464 -13%
EFG
572
Everhart Financial Group
Ohio
$536K -$33.7K -372 -4%
TCA
573
Transcend Capital Advisors
New Jersey
$535K +$329K +3,633 +59%
FBT
574
First Bank & Trust
South Dakota
$533K +$470K +5,194 +114%
LFAS
575
Level Four Advisory Services
Texas
$532K +$130K +1,442 +17%
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