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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
601
Heritage Investors Management Corp
Maryland
$428K – – –
TCM
602
Traynor Capital Management
Pennsylvania
$425K +$14.6K +193 +4%
AMCA
603
Arthur M. Cohen & Associates
Illinois
$424K +$68.2K +900 +23%
AFO
604
Arrowroot Family Office
California
$421K +$909 +12 +0.2%
PA
605
PSI Advisors
Florida
$420K +$72.8K +961 +25%
FWM
606
Focused Wealth Management
New York
$418K +$83.9K +1,107 +30%
MA
607
Mutual Advisors
Nebraska
$414K +$17.7K +234 +5%
HCA
608
Harbor Capital Advisors
Illinois
$406K -$217K -2,869 -38%
CI
609
Cigna Investments
Connecticut
$406K -$5.91K -78 -2%
GAM
610
Grandview Asset Management
Pennsylvania
$404K – – –
FC
611
Fulcrum Capital
Washington
$400K +$5.38K +71 +2%
MWM
612
Mattern Wealth Management
Kansas
$400K -$24.2K -320 -7%
EWM
613
Executive Wealth Management
Michigan
$399K +$346K +4,565 New
HPIA
614
Hamilton Point Investment Advisors
North Carolina
$392K – – –
PPWP
615
Premier Path Wealth Partners
New Jersey
$392K +$7.96K +105 +2%
BCM
616
Brookstone Capital Management
Illinois
$391K +$85.3K +1,126 +34%
1CP
617
17 Capital Partners
Arizona
$389K -$2.27K -30 -0.7%
IPAM
618
ICICI Prudential Asset Management
India
$387K +$7.5K +99 +2%
HCA
619
Harbour Capital Advisors
Virginia
$386K +$336K +4,430 New
VWM
620
Venturi Wealth Management
Texas
$384K +$3.26K +43 +1%
PFA
621
Pure Financial Advisors
California
$384K -$44K -581 -12%
V
622
ViaWealth
Kansas
$383K -$35.9K -474 -10%
CHA
623
Carmichael Hill & Associates
Maryland
$380K – – –
DWA
624
Douglass Winthrop Advisors
New York
$378K – – –
ACI
625
Alpha Cubed Investments
California
$376K -$22.7K -300 -7%
23 24
25
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