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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
601
EMC Capital Management
Texas
$537K – – –
AWM
602
Atticus Wealth Management
Florida
$535K +$37.9K +420 +8%
AMCA
603
Arthur M. Cohen & Associates
Illinois
$531K +$52.8K +585 +12%
CSPIA
604
Cary Street Partners Investment Advisory
Virginia
$523K +$22.6K +251 +5%
SI
605
Stephens Inc
Arkansas
$523K +$139K +1,543 +40%
PPWP
606
Premier Path Wealth Partners
New Jersey
$519K +$75K +831 +19%
FFM
607
Forum Financial Management
Illinois
$517K +$160K +1,772 +50%
OCM
608
One Capital Management
California
$514K +$475K +5,260 New
EWM
609
Executive Wealth Management
Michigan
$510K +$58.8K +652 +14%
SC
610
Sapient Capital
Indiana
$508K -$2.98K -33 -0.6%
I
611
InceptionR
California
$504K +$465K +5,156 New
PA
612
PSI Advisors
Florida
$498K +$27.1K +300 +6%
CFGS
613
Concourse Financial Group Securities
Alabama
$497K -$41.8K -463 -8%
BWP
614
Baldwin Wealth Partners
Massachusetts
$497K – – –
CC
615
Callan Capital
California
$497K +$459K +5,085 New
FAIM
616
Financial Advocates Investment Management
Washington
$494K -$59.6K -661 -12%
FWP
617
FAS Wealth Partners
Kansas
$491K -$89.3K -990 -16%
DF
618
Donoghue Forlines
Massachusetts
$487K -$28.1K -311 -6%
TCM
619
Traynor Capital Management
Pennsylvania
$484K +$8.39K +93 +2%
ACI
620
Alpha Cubed Investments
California
$480K +$55.3K +613 +14%
HIMC
621
Heritage Investors Management Corp
Maryland
$479K – – –
AG
622
Algert Global
California
$478K +$81.2K +900 +23%
IPAM
623
ICICI Prudential Asset Management
India
$478K +$41.5K +460 +10%
P
624
Pitcairn
Pennsylvania
$470K -$52.1K -577 -11%
VWM
625
Venturi Wealth Management
Texas
$465K +$33.1K +367 +8%
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