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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
626
Greytown Advisors
Florida
$281K -$162K -2,394 -40%
TCM
627
Traynor Capital Management
Pennsylvania
$280K +$245K +3,620 New
FNBT
628
FineMark National Bank & Trust
Florida
$277K +$3.38K +50 +1%
FHA
629
First Horizon Advisors
Tennessee
$274K +$65.9K +974 +38%
LSA
630
Lion Street Advisors
Texas
$272K +$245K +3,625 New
RWM
631
Ritholtz Wealth Management
New York
$270K +$338 +5 +0.1%
V
632
ViaWealth
Kansas
$270K -$134K -1,975 -36%
OWM
633
OneAscent Wealth Management
Alabama
$269K -$29.8K -441 -11%
VCA
634
Verdence Capital Advisors
Maryland
$269K +$1.22K +18 +0.5%
DACG
635
Donor Advised Charitable Giving
California
$266K – – –
AC
636
Abbrea Capital
California
$266K +$233K +3,450 New
VIM
637
Vista Investment Management
Pennsylvania
$264K -$38.2K -565 -14%
FMLI
638
Fukoku Mutual Life Insurance
Japan
$262K -$35.1K -519 -13%
DAM
639
Derbend Asset Management
Georgia
$261K – – –
RP
640
Riverbridge Partners
Minnesota
$261K +$229K +3,377 New
OFS
641
OneAscent Financial Services
Alabama
$258K -$26.5K -391 -10%
KTC
642
Kistler-Tiffany Companies
Pennsylvania
$254K – – –
PA
643
PFG Advisors
Arizona
$252K -$51.3K -758 -19%
QCM
644
Qsemble Capital Management
New York
$247K +$217K +3,200 New
UM
645
UniSuper Management
Australia
$247K +$217K +3,200 New
GG
646
Golden Green
South Carolina
$246K +$215K +3,184 New
SIC
647
Sigma Investment Counselors
Michigan
$246K +$215K +3,180 New
CC
648
Centiva Capital
New York
$243K +$213K +3,147 New
DC
649
Davenport & Co
Virginia
$241K +$211K +3,119 New
VWA
650
V Wealth Advisors
Kansas
$237K -$18.3K -270 -8%
24 25
26
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