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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
576
Peterson Wealth Services
Utah
$647K -$447 -7 -0.1%
CA
577
Clearstead Advisors
Ohio
$643K – – –
G
578
GenTrust
Florida
$641K – – –
SIG
579
Sargent Investment Group
Maryland
$638K -$3.51K -55 -0.8%
FNBOH
580
First National Bank of Hutchinson
Kansas
$634K +$562K +8,807 New
CM
581
Capula Management
Cayman Islands
$634K -$1.59M -24,900 -74%
GSEP
582
Golden State Equity Partners
California
$626K +$20.6K +323 +4%
ACM
583
Avalon Capital Management
California
$619K – – –
AF
584
Allworth Financial
California
$613K +$206K +3,221 +61%
QIM
585
Quest Investment Management
Oregon
$610K +$20.8K +326 +4%
QI
586
Qtron Investments
Massachusetts
$610K – – –
SW
587
SteelPeak Wealth
California
$608K +$539K +8,440 New
GA
588
GraniteShares Advisors
New York
$605K +$16K +250 +3%
VFA
589
Voya Financial Advisors
Connecticut
$604K +$7.6K +119 +1%
DILIC
590
Dai-ichi Life Insurance Company
Japan
$603K -$696K -10,893 -57%
IAS
591
Insigneo Advisory Services
Florida
$600K -$95.3K -1,493 -15%
WSFS
592
Wilmington Savings Fund Society
Delaware
$599K +$72.5K +1,136 +16%
MYIA
593
Mount Yale Investment Advisors
Colorado
$595K -$121K -1,889 -19%
DWM
594
Dakota Wealth Management
Florida
$593K +$49K +767 +10%
BCM
595
Bayesian Capital Management
New York
$591K -$192K -3,000 -27%
MNBTD
596
Moody National Bank Trust Division
Texas
$590K -$15.2K -238 -3%
HAG
597
HighPoint Advisor Group
Illinois
$586K +$11.3K +177 +2%
CCFM
598
Clear Creek Financial Management
Washington
$581K +$126K +1,969 +32%
SWP
599
Stratos Wealth Partners
Ohio
$579K +$154K +2,409 +43%
AWS
600
Atria Wealth Solutions
New York
$578K -$832K -13,026 -62%
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