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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
576
Fulcrum Capital
Washington
$347K – – –
JWCA
577
J.W. Cole Advisors
Florida
$347K +$51.3K +758 +20%
HPIA
578
Hamilton Point Investment Advisors
North Carolina
$346K – – –
CPRC
579
Consolidated Portfolio Review Corp
New York
$344K – – –
CWM
580
Cornerstone Wealth Management
Missouri
$343K -$1.69K -25 -0.6%
MFG
581
Merit Financial Group
Georgia
$340K +$298K +4,404 New
SWP
582
Stratos Wealth Partners
Ohio
$340K +$9.13K +135 +3%
API
583
Advisor Partners II
California
$339K +$297K +4,393 New
HAS
584
HBW Advisory Services
California
$339K +$297K +4,390 New
CHA
585
Carmichael Hill & Associates
Maryland
$339K – – –
MWM
586
Mattern Wealth Management
Kansas
$339K – – –
VWM
587
Venturi Wealth Management
Texas
$336K +$8.32K +123 +3%
DWA
588
Douglass Winthrop Advisors
New York
$334K – – –
FAB
589
First American Bank
Illinois
$331K -$16.1K -238 -5%
MOS
590
MGO One Seven
Ohio
$329K +$288K +4,263 New
GCP
591
Gill Capital Partners
Colorado
$325K – – –
AFA
592
Arlington Financial Advisors
California
$325K +$285K +4,209 New
FA
593
FDx Advisors
Illinois
$325K +$285K +4,213 New
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$325K +$18.5K +274 +7%
PFO
595
Pathstone Family Office
New Jersey
$322K -$3.59K -53 -2%
BSW
596
Buckingham Strategic Wealth
Missouri
$319K +$280K +4,134 New
MYAM
597
Meiji Yasuda Asset Management
Japan
$318K – – –
YDMI
598
Y.D. More Investments
Israel
$316K +$135K +2,000 +96%
BJL
599
Brighton Jones LLC
Washington
$315K +$276K +4,085 New
MA
600
Mutual Advisors
Nebraska
$314K +$275K +4,063 New
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