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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Modera Wealth Management
New Jersey
$321K +$307K +3,506 New
WLPWM
602
Walled Lake Planning & Wealth Management
Illinois
$320K – – –
BCM
603
Breiter Capital Management
Florida
$319K -$4.55K -52 -1%
DACG
604
Donor Advised Charitable Giving
California
$316K – – –
CIAS
605
Capital Investment Advisory Services
North Carolina
$315K -$4.38K -50 -1%
MPM
606
MBB Public Markets
Illinois
$313K +$299K +3,412 New
AWM
607
Alterna Wealth Management
Texas
$313K +$300K +3,420 New
DT
608
Diversified Trust
Tennessee
$312K +$298K +3,405 New
AMCA
609
Arthur M. Cohen & Associates
Illinois
$306K -$175K -2,000 -37%
SF
610
Symphony Financial
Texas
$305K +$296K +3,380 New
VW
611
Vance Wealth
California
$304K +$290K +3,314 New
SIA
612
Soltis Investment Advisors
Utah
$302K -$135K -1,542 -32%
LI
613
LVZ Inc
Michigan
$302K -$17.5K -200 -6%
TAM
614
Tocqueville Asset Management
New York
$301K -$93.1K -1,063 -24%
IWM
615
IHT Wealth Management
Illinois
$301K +$14.9K +170 +5%
EWM
616
Executive Wealth Management
Michigan
$299K -$35.2K -402 -11%
GCP
617
Gill Capital Partners
Colorado
$298K – – –
HCM
618
Hall Capital Management
Rhode Island
$297K -$22.3K -255 -7%
CI
619
Cigna Investments
Connecticut
$292K – – –
FHA
620
First Horizon Advisors
Tennessee
$291K -$11.7K -134 -4%
CCA
621
Checchi Capital Advisers
California
$291K +$7.27K +83 +3%
WDC
622
Woodward Diversified Capital
California
$290K -$86.9K -992 -24%
PCS
623
Personal CFO Solutions
New Jersey
$290K +$16.1K +184 +6%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$290K +$61.7K +705 +29%
TCWM
625
Total Clarity Wealth Management
Illinois
$288K +$54.7K +625 +25%
23 24
25
26 27