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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
626
Personal CFO Solutions
New Jersey
$290K +$16.1K +184 +6%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$290K +$61.7K +705 +29%
TCWM
628
Total Clarity Wealth Management
Illinois
$288K +$54.7K +625 +25%
CCM
629
Coldstream Capital Management
Washington
$288K +$276K +3,148 New
EWM
630
Elite Wealth Management
Washington
$287K – – –
SAM
631
Silvercrest Asset Management
New York
$286K -$6.13K -70 -2%
GTCM
632
Gyon Technologies Capital Management
New Jersey
$284K +$272K +3,103 New
BAM
633
Belpointe Asset Management
Nevada
$282K -$195K -2,230 -42%
NIM
634
NuWave Investment Management
New Jersey
$282K +$270K +3,080 New
SM
635
Sciencast Management
New Jersey
$282K +$297K +3,389 New
VWA
636
V Wealth Advisors
Kansas
$281K – – –
RFC
637
Regions Financial Corp
Alabama
$281K +$269K +3,070 New
BC
638
Burney Company
Virginia
$280K – – –
RCG
639
Regatta Capital Group
California
$280K +$268K +3,059 New
LSA
640
Lion Street Advisors
Texas
$279K -$32.4K -370 -11%
RJT
641
Raymond James Trust
Florida
$278K -$26.4K -301 -9%
KTC
642
Kistler-Tiffany Companies
Pennsylvania
$278K – – –
WWM
643
Western Wealth Management
Colorado
$278K +$264K +3,013 New
RB
644
Rodgers Brothers
Pennsylvania
$275K +$263K +3,000 New
PFG
645
PAX Financial Group
Texas
$274K -$1.75K -20 -0.7%
BCM
646
Brookstone Capital Management
Illinois
$273K +$11.6K +132 +4%
EN1L
647
Engine No 1 LLC
California
$273K +$261K +2,983 New
CIA
648
Capital Investment Advisors
Georgia
$272K -$6.92K -79 -3%
FFN
649
Focus Financial Network
Minnesota
$271K +$3.68K +42 +1%
NFSG
650
Newbridge Financial Services Group
Florida
$269K +$63.4K +724 +33%
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