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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
576
Vista Investment Management
Pennsylvania
$232K +$192K +3,000 New
WF
577
WoodTrust Financial
Wisconsin
$231K +$191K +2,990 New
FHA
578
First Horizon Advisors
Tennessee
$230K +$77.3K +1,209 +68%
WWM
579
Western Wealth Management
Colorado
$229K -$10.2K -160 -5%
IC
580
Inscription Capital
Texas
$228K +$189K +2,950 New
PWP
581
Principle Wealth Partners
Connecticut
$228K +$189K +2,950 New
FFN
582
Focus Financial Network
Minnesota
$226K +$187K +2,920 New
CWS
583
Cypress Wealth Services
California
$223K +$184K +2,880 New
CS
584
Candriam SCA
Luxembourg
$221K +$183K +2,860 New
TFF
585
The Family Firm
Maryland
$219K +$181K +2,826 New
PCS
586
Personal CFO Solutions
New Jersey
$217K +$179K +2,799 New
GIA
587
GHP Investment Advisors
Colorado
$217K +$179K +2,800 New
RWP
588
RWA Wealth Partners
Massachusetts
$217K +$180K +2,810 New
BWFA
589
Baltimore-Washington Financial Advisors
Maryland
$216K +$179K +2,800 New
MIC
590
Means Investment Company
Maine
$215K +$177K +2,775 New
SFO
591
Standard Family Office
South Dakota
$214K – – –
DC
592
Davenport & Co
Virginia
$213K +$176K +2,750 New
JC
593
Jacobs & Co
California
$212K +$176K +2,750 New
TWM
594
Tradition Wealth Management
Minnesota
$210K +$141K +2,200 +423%
FAT
595
First American Trust
California
$210K +$174K +2,720 New
RIA
596
Realta Investment Advisors
Delaware
$209K -$92.7K -1,450 -35%
MYIA
597
Mount Yale Investment Advisors
Colorado
$207K -$25.5K -399 -13%
DI
598
DFPG Investments
Utah
$205K +$171K +2,677 New
CGH
599
Crossmark Global Holdings
Texas
$203K -$38.3K -600 -19%
IWM
600
IHT Wealth Management
Illinois
$203K +$168K +2,630 New
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