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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
576
Castleark Management
Illinois
$232K -$70.3K -1,100 -27%
CCP
577
Corient Capital Partners
California
$232K -$58.9K -921 -23%
CCA
578
Checchi Capital Advisers
California
$232K +$191K +2,993 New
CBA
579
Coastal Bridge Advisors
Connecticut
$232K +$192K +3,000 New
VIM
580
Vista Investment Management
Pennsylvania
$232K +$192K +3,000 New
WF
581
WoodTrust Financial
Wisconsin
$231K +$191K +2,990 New
FHA
582
First Horizon Advisors
Tennessee
$230K +$77.3K +1,209 +68%
WWM
583
Western Wealth Management
Colorado
$229K -$10.2K -160 -5%
IC
584
Inscription Capital
Texas
$228K +$189K +2,950 New
PWP
585
Principle Wealth Partners
Connecticut
$228K +$189K +2,950 New
FFN
586
Focus Financial Network
Minnesota
$226K +$187K +2,920 New
CWS
587
Cypress Wealth Services
California
$223K +$184K +2,880 New
CS
588
Candriam SCA
Luxembourg
$221K +$183K +2,860 New
TFF
589
The Family Firm
Maryland
$219K +$181K +2,826 New
PCS
590
Personal CFO Solutions
New Jersey
$217K +$179K +2,799 New
GIA
591
GHP Investment Advisors
Colorado
$217K +$179K +2,800 New
RWP
592
RWA Wealth Partners
Massachusetts
$217K +$180K +2,810 New
BWFA
593
Baltimore-Washington Financial Advisors
Maryland
$216K +$179K +2,800 New
MIC
594
Means Investment Company
Maine
$215K +$177K +2,775 New
SFO
595
Standard Family Office
South Dakota
$214K – – –
DC
596
Davenport & Co
Virginia
$213K +$176K +2,750 New
JC
597
Jacobs & Co
California
$212K +$176K +2,750 New
TWM
598
Tradition Wealth Management
Minnesota
$210K +$141K +2,200 +423%
FAT
599
First American Trust
California
$210K +$174K +2,720 New
RIA
600
Realta Investment Advisors
Delaware
$209K -$92.7K -1,450 -35%
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