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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
601
Fulcrum Capital
Washington
$352K – – –
HPIA
602
Hamilton Point Investment Advisors
North Carolina
$350K – – –
FA
603
FDx Advisors
Illinois
$350K +$21.5K +266 +6%
CPRC
604
Consolidated Portfolio Review Corp
New York
$349K +$1.05K +13 +0.3%
BJL
605
Brighton Jones LLC
Washington
$348K +$30.2K +374 +9%
MWM
606
Mattern Wealth Management
Kansas
$343K – – –
WIS
607
Wright Investors Service
Connecticut
$342K -$117K -1,446 -25%
VWM
608
Venturi Wealth Management
Texas
$341K +$728 +9 +0.2%
CHA
609
Carmichael Hill & Associates
Maryland
$340K -$3.23K -40 -0.9%
MA
610
Mutual Advisors
Nebraska
$340K +$22.9K +283 +7%
FAB
611
First American Bank
Illinois
$338K +$2.67K +33 +0.8%
DWA
612
Douglass Winthrop Advisors
New York
$338K – – –
DF
613
Donoghue Forlines
Massachusetts
$337K -$139K -1,725 -29%
GRP
614
Global Retirement Partners
California
$329K +$32.3K +399 +11%
EFM
615
E Fund Management
China
$329K +$340K +4,209 New
AFA
616
Arlington Financial Advisors
California
$329K – – –
AWM
617
Aries Wealth Management
Maine
$328K +$4.85K +60 +2%
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$327K -$1.54K -19 -0.5%
CWM
619
Cornerstone Wealth Management
Missouri
$324K -$24.1K -298 -7%
YDMI
620
Y.D. More Investments
Israel
$320K – – –
DC
621
Davenport & Co
Virginia
$313K +$71.6K +886 +28%
MIM
622
Montgomery Investment Management
Maryland
$313K – – –
CW
623
Channel Wealth
California
$312K +$6.87K +85 +2%
IPAM
624
ICICI Prudential Asset Management
India
$310K +$321K +3,969 New
AFG
625
Alterity Financial Group
Maine
$304K +$2.43K +30 +0.8%
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25
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