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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
576
Raymond James Trust
Florida
$235K -$1.78K -23 -0.7%
AMCA
577
Arthur M. Cohen & Associates
Illinois
$235K +$15.5K +200 +4%
FHA
578
First Horizon Advisors
Tennessee
$232K +$25.4K +328 +11%
CCP
579
Cardan Capital Partners
Colorado
$231K – – –
PWM
580
Perigon Wealth Management
California
$230K +$51.5K +666 +26%
GCP
581
Gill Capital Partners
Colorado
$229K +$3.48K +45 +1%
UB
582
UMB Bank
Missouri
$227K +$1.16K +15 +0.5%
OFS
583
OneAscent Financial Services
Alabama
$226K +$249K +3,216 New
LA
584
Latitude Advisors
Florida
$226K +$249K +3,218 New
TFF
585
The Family Firm
Maryland
$225K – – –
VC
586
Vicus Capital
Pennsylvania
$225K – – –
CI
587
Cigna Investments
Connecticut
$224K -$6.65K -86 -3%
SAM
588
Silvercrest Asset Management
New York
$224K +$247K +3,190 New
EWM
589
Elite Wealth Management
Washington
$220K – – –
IWM
590
IHT Wealth Management
Illinois
$219K +$37.9K +490 +19%
OIA
591
OneDigital Investment Advisors
Kansas
$218K -$214K -2,772 -47%
CCA
592
Checchi Capital Advisers
California
$217K +$7.73K +100 +3%
DI
593
DFPG Investments
Utah
$217K +$10.3K +133 +5%
VWA
594
V Wealth Advisors
Kansas
$216K -$1.55K -20 -0.6%
BC
595
Burney Company
Virginia
$214K -$7.73K -100 -3%
CIA
596
Capital Investment Advisors
Georgia
$214K +$236K +3,051 New
DWM
597
Dakota Wealth Management
Florida
$213K -$190K -2,455 -45%
KTC
598
Kistler-Tiffany Companies
Pennsylvania
$213K – – –
HAS
599
HBW Advisory Services
California
$212K -$79K -1,022 -25%
PFG
600
PAX Financial Group
Texas
$212K -$1.86K -24 -0.8%
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