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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
601
Tyler-Stone Wealth Management
Ohio
$587K +$240K +2,403 +81%
HH
602
Hilltop Holdings
Texas
$580K +$279K +2,794 +112%
OCM
603
One Capital Management
California
$577K – – –
AC
604
Apella Capital
Connecticut
$576K -$8.38K -84 -2%
MC
605
Moors & Cabot
Massachusetts
$575K +$67.3K +675 +15%
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$573K -$13.1K -131 -2%
MWM
607
Mindset Wealth Management
Indiana
$573K +$521K +5,225 New
RG
608
Rathbones Group
United Kingdom
$572K -$80.4K -806 -13%
SC
609
Sapient Capital
Indiana
$570K -$998 -10 -0.2%
AWM
610
Axxcess Wealth Management
California
$563K -$49K -491 -9%
HIMC
611
Heritage Investors Management Corp
Maryland
$558K +$19.2K +192 +4%
FAIM
612
Financial Advocates Investment Management
Washington
$556K +$1.5K +15 +0.3%
VFA
613
Voya Financial Advisors
Connecticut
$556K -$50K -501 -9%
DF
614
Donoghue Forlines
Massachusetts
$555K +$7.38K +74 +1%
FFM
615
Forum Financial Management
Illinois
$551K -$26.3K -264 -5%
FWP
616
FAS Wealth Partners
Kansas
$549K -$2K -20 -0.4%
SIA
617
Schechter Investment Advisors
Michigan
$544K +$213K +2,130 +75%
SAM
618
Shell Asset Management
Netherlands
$543K +$494K +4,952 New
GCM
619
Graham Capital Management
Connecticut
$539K -$2.06M -20,600 -81%
PP
620
Paloma Partners
Connecticut
$539K +$412K +4,128 +523%
FWM
621
Focused Wealth Management
New York
$528K +$19K +190 +4%
AWM
622
Atticus Wealth Management
Florida
$527K -$66.6K -668 -12%
MA
623
Mutual Advisors
Nebraska
$525K -$29.5K -296 -6%
CC
624
Corton Capital
Ontario, Canada
$524K +$169K +1,690 +55%
VWM
625
Venturi Wealth Management
Texas
$522K +$299 +3 +0.1%
23 24
25
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