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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
626
Parisi Gray Wealth Management
New Jersey
$294K -$46.3K -630 -13%
SP
627
Systematic Portfolios
New York
$293K +$299K +4,068 New
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$292K -$9.62K -131 -3%
CWM
629
Cornerstone Wealth Management
Missouri
$290K -$8.38K -114 -3%
LA
630
Lane & Associates
New Jersey
$290K +$62.7K +854 +27%
NB
631
Norinchukin Bank
Japan
$288K -$74.3K -1,012 -20%
AWM
632
Aries Wealth Management
Maine
$288K -$4.41K -60 -1%
MIM
633
Montgomery Investment Management
Maryland
$288K – – –
JWM
634
JFG Wealth Management
Colorado
$288K +$294K +4,000 New
JWCA
635
J.W. Cole Advisors
Florida
$286K +$14K +190 +5%
DFCM
636
Dark Forest Capital Management
Puerto Rico
$286K +$292K +3,970 New
BPA
637
Beacon Pointe Advisors
California
$286K -$77K -1,048 -21%
HFM
638
Harvest Fund Management
China
$283K -$74.3K -1,011 -20%
AMCA
639
Arthur M. Cohen & Associates
Illinois
$283K +$34.9K +475 +14%
SWM
640
Shelton Wealth Management
Texas
$282K +$68.2K +928 +31%
AF
641
Allworth Financial
California
$281K +$114K +1,545 +65%
ACMA
642
Arbor Capital Management (Alaska)
Alaska
$277K – – –
ONB
643
Old National Bancorp
Indiana
$277K – – –
GCP
644
Gill Capital Partners
Colorado
$277K +$44.1K +600 +18%
EFM
645
E Fund Management
China
$276K -$27K -368 -9%
PA
646
PSI Advisors
Florida
$276K +$28.7K +390 +11%
EAM
647
Evanson Asset Management
California
$275K +$281K +3,822 New
DC
648
Davenport & Co
Virginia
$275K -$13.9K -189 -5%
BJL
649
Brighton Jones LLC
Washington
$274K -$48.3K -658 -15%
FHA
650
First Horizon Advisors
Tennessee
$273K -$5.8K -79 -2%
24 25
26
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