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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
551
Scotia Capital
Ontario, Canada
$579K +$323K +3,565 +51%
CIA
552
Concurrent Investment Advisors
Florida
$575K +$62.2K +688 +7%
C
553
Certuity
Florida
$569K -$16.6K -184 -2%
MG
554
Marex Group
$565K +$627K +6,932 +204%
FCM
555
Fieldview Capital Management
Michigan
$565K +$935K +10,330 New
BIA
556
Baer Investment Advisory
California
$565K +$9.23K +102 +12%
RIL
557
Rothschild Investment LLC
Illinois
$558K -$90.3K -998 -9%
MYIA
558
Mount Yale Investment Advisors
Colorado
$556K +$386K +4,272 +73%
WIA
559
World Investment Advisors
California
$555K +$88.2K +975 +11%
QOP
560
Quinn Opportunity Partners
Virginia
$553K +$914K +10,100 New
IIA
561
IPG Investment Advisors
California
$550K +$909K +10,049 New
TI
562
Tidal Investments
Wisconsin
$549K -$297K -3,284 -25%
PVM
563
Palogic Value Management
Texas
$547K +$905K +10,000 New
SMTF
564
Sphera Management Technology Funds
Israel
$547K +$905K +10,000 New
KWM
565
Kingsview Wealth Management
Oregon
$545K +$47.5K +525 +6%
RFN
566
Redwood Financial Network
Ohio
$543K -$2.71K -30 -0.3%
HPC
567
HM Payson & Co
Maine
$540K – – –
MGP
568
Metis Global Partners
California
$538K -$61.3K -678 -6%
IAS
569
Insigneo Advisory Services
Florida
$538K +$13K +144 +1%
VWA
570
Visionary Wealth Advisors
Illinois
$536K -$132K -1,464 -13%
EFG
571
Everhart Financial Group
Ohio
$536K -$33.7K -372 -4%
TCA
572
Transcend Capital Advisors
New Jersey
$535K +$329K +3,633 +59%
FBT
573
First Bank & Trust
South Dakota
$533K +$470K +5,194 +114%
LFAS
574
Level Four Advisory Services
Texas
$532K +$130K +1,442 +17%
PA
575
Pinnacle Associates
New York
$522K +$622K +6,880 +258%
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