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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
576
IHT Wealth Management
Illinois
$232K +$203K +3,814 New
PWM
577
Prosperity Wealth Management
California
$231K +$202K +3,790 New
V
578
Veritable
Delaware
$231K +$202K +3,788 New
GRP
579
Global Retirement Partners
California
$230K +$31.4K +589 +19%
CC
580
Corton Capital
Ontario, Canada
$230K +$201K +3,771 New
JWCA
581
J.W. Cole Advisors
Florida
$228K +$199K +3,739 New
OFS
582
OneAscent Financial Services
Alabama
$227K +$199K +3,733 New
SAM
583
Silvercrest Asset Management
New York
$227K +$198K +3,722 New
EH
584
Equitable Holdings
New York
$223K +$195K +3,657 New
GWM
585
Geneos Wealth Management
Colorado
$220K -$44.4K -834 -19%
VVP
586
Venture Visionary Partners
Ohio
$219K +$191K +3,597 New
HWAM
587
Hennion & Walsh Asset Management
New Jersey
$218K +$190K +3,571 New
FNBT
588
FineMark National Bank & Trust
Florida
$216K +$189K +3,542 New
GT
589
Greenleaf Trust
Michigan
$216K +$188K +3,540 New
FPCP
590
Fort Point Capital Partners
California
$215K +$188K +3,528 New
RWM
591
Ritholtz Wealth Management
New York
$213K +$186K +3,490 New
VCA
592
Verdence Capital Advisors
Maryland
$211K +$184K +3,460 New
DACG
593
Donor Advised Charitable Giving
California
$210K +$184K +3,450 New
SGA
594
Seaport Global Advisors
Massachusetts
$208K -$79.1K -1,487 -30%
LCWP
595
Legacy Capital Wealth Partners
Arkansas
$206K +$180K +3,380 New
DAM
596
Derbend Asset Management
Georgia
$206K +$180K +3,378 New
VWA
597
V Wealth Advisors
Kansas
$204K +$178K +3,345 New
CAM
598
Connacht Asset Management
New York
$203K +$178K +3,335 New
TC
599
Truvestments Capital
Florida
$202K -$77.1K -1,449 -30%
KTC
600
Kistler-Tiffany Companies
Pennsylvania
$201K – – –
22 23
24
25 26