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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
Clearstead Advisors
Ohio
$643K – – –
G
577
GenTrust
Florida
$641K – – –
SIG
578
Sargent Investment Group
Maryland
$638K -$3.51K -55 -0.8%
FNBOH
579
First National Bank of Hutchinson
Kansas
$634K +$562K +8,807 New
CM
580
Capula Management
Cayman Islands
$634K -$1.59M -24,900 -74%
GSEP
581
Golden State Equity Partners
California
$626K +$20.6K +323 +4%
ACM
582
Avalon Capital Management
California
$619K – – –
AF
583
Allworth Financial
California
$613K +$206K +3,221 +61%
QIM
584
Quest Investment Management
Oregon
$610K +$20.8K +326 +4%
QI
585
Qtron Investments
Massachusetts
$610K – – –
SW
586
SteelPeak Wealth
California
$608K +$539K +8,440 New
GA
587
GraniteShares Advisors
New York
$605K +$16K +250 +3%
VFA
588
Voya Financial Advisors
Connecticut
$604K +$7.6K +119 +1%
DILIC
589
Dai-ichi Life Insurance Company
Japan
$603K -$696K -10,893 -57%
IAS
590
Insigneo Advisory Services
Florida
$600K -$95.3K -1,493 -15%
WSFS
591
Wilmington Savings Fund Society
Delaware
$599K +$72.5K +1,136 +16%
MYIA
592
Mount Yale Investment Advisors
Colorado
$595K -$121K -1,889 -19%
DWM
593
Dakota Wealth Management
Florida
$593K +$49K +767 +10%
BCM
594
Bayesian Capital Management
New York
$591K -$192K -3,000 -27%
MNBTD
595
Moody National Bank Trust Division
Texas
$590K -$15.2K -238 -3%
HAG
596
HighPoint Advisor Group
Illinois
$586K +$11.3K +177 +2%
CCFM
597
Clear Creek Financial Management
Washington
$581K +$126K +1,969 +32%
SWP
598
Stratos Wealth Partners
Ohio
$579K +$154K +2,409 +43%
AWS
599
Atria Wealth Solutions
New York
$578K -$832K -13,026 -62%
JSC
600
Jackson Square Capital
California
$576K -$49.7K -779 -9%
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