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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
576
Broadwater Capital
Massachusetts
$658K – – –
IA
577
IFP Advisors
Florida
$651K -$742K -7,439 -56%
HSA
578
HBK Sorce Advisory
Pennsylvania
$649K -$34.6K -347 -6%
MFG
579
Merit Financial Group
Georgia
$645K +$206K +2,062 +54%
IPAM
580
ICICI Prudential Asset Management
India
$641K +$95.1K +953 +19%
HTC
581
Haverford Trust Company
Pennsylvania
$639K -$499 -5 -0.1%
LSA
582
Leonteq Securities AG
Switzerland
$638K +$105K +1,054 +22%
BWP
583
Baldwin Wealth Partners
Massachusetts
$634K +$69.2K +694 +14%
CAI
584
Capital Advisors Inc
Oklahoma
$634K – – –
SFI
585
Siemens Fonds Invest
Germany
$627K +$571K +5,719 New
AC
586
Avestar Capital
New York
$627K +$798 +8 +0.1%
LIM
587
Loudon Investment Management
New Hampshire
$625K – – –
YMRC
588
Yorktown Management & Research Company
Virginia
$625K – – –
CUAMC
589
China Universal Asset Management Company
China
$623K +$299K +3,001 +112%
LCM
590
LCM Capital Management
Illinois
$620K – – –
AWM
591
AE Wealth Management
Kansas
$618K +$146K +1,461 +35%
CC
592
Callan Capital
California
$616K +$53K +531 +10%
ATS
593
Ashton Thomas Securities
New York
$615K -$10.5K -105 -2%
GKWIM
594
Gerber Kawasaki Wealth & Investment Management
California
$611K -$2.99K -30 -0.5%
YCM
595
Yousif Capital Management
Michigan
$609K +$4.99K +50 +0.9%
BTI
596
Blue Trust Inc
Georgia
$603K +$483K +4,842 +365%
CB
597
CNB Bank
Pennsylvania
$602K -$28.5K -286 -5%
RWMG
598
Redwood Wealth Management Group
New Jersey
$600K -$65.4K -655 -11%
PPWP
599
Premier Path Wealth Partners
New Jersey
$596K +$12.7K +127 +2%
AMCA
600
Arthur M. Cohen & Associates
Illinois
$592K – – –
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24
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