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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
601
Yorktown Management & Research Company
Virginia
$328K – – –
MCC
602
Money Concepts Capital
Florida
$324K +$309K +3,532 New
LS
603
Livforsakringsbolaget Skandia
Sweden
$321K -$219K -2,500 -42%
MWM
604
Modera Wealth Management
New Jersey
$321K +$307K +3,506 New
WLPWM
605
Walled Lake Planning & Wealth Management
Illinois
$320K – – –
BCM
606
Breiter Capital Management
Florida
$319K -$4.55K -52 -1%
DACG
607
Donor Advised Charitable Giving
California
$316K – – –
CIAS
608
Capital Investment Advisory Services
North Carolina
$315K -$4.38K -50 -1%
MPM
609
MBB Public Markets
Illinois
$313K +$299K +3,412 New
AWM
610
Alterna Wealth Management
Texas
$313K +$300K +3,420 New
DT
611
Diversified Trust
Tennessee
$312K +$298K +3,405 New
AMCA
612
Arthur M. Cohen & Associates
Illinois
$306K -$175K -2,000 -37%
SF
613
Symphony Financial
Texas
$305K +$296K +3,380 New
VW
614
Vance Wealth
California
$304K +$290K +3,314 New
SIA
615
Soltis Investment Advisors
Utah
$302K -$135K -1,542 -32%
LI
616
LVZ Inc
Michigan
$302K -$17.5K -200 -6%
TAM
617
Tocqueville Asset Management
New York
$301K -$93.1K -1,063 -24%
IWM
618
IHT Wealth Management
Illinois
$301K +$14.9K +170 +5%
EWM
619
Executive Wealth Management
Michigan
$299K -$35.2K -402 -11%
GCP
620
Gill Capital Partners
Colorado
$298K – – –
HCM
621
Hall Capital Management
Rhode Island
$297K -$22.3K -255 -7%
CI
622
Cigna Investments
Connecticut
$292K – – –
FHA
623
First Horizon Advisors
Tennessee
$291K -$11.7K -134 -4%
CCA
624
Checchi Capital Advisers
California
$291K +$7.27K +83 +3%
WDC
625
Woodward Diversified Capital
California
$290K -$86.9K -992 -24%
23 24
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