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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
626
17 Capital Partners
Arizona
$511K +$3.39K +34 +0.7%
DC
627
Davenport & Co
Virginia
$511K +$8.68K +87 +2%
BCM
628
Brookstone Capital Management
Illinois
$508K +$1.8K +18 +0.4%
ACI
629
Alpha Cubed Investments
California
$506K -$29.3K -294 -6%
CI
630
Cigna Investments
Connecticut
$504K – – –
PWM
631
Perigon Wealth Management
California
$503K -$109K -1,095 -19%
WA
632
Waverly Advisors
Alabama
$499K -$2K -20 -0.4%
FCH
633
Freestone Capital Holdings
Washington
$497K +$6.49K +65 +1%
GAM
634
Grandview Asset Management
Pennsylvania
$496K – – –
UWS
635
Unique Wealth Strategies
Illinois
$491K +$438K +4,389 +4,771%
BWFA
636
Baltimore-Washington Financial Advisors
Maryland
$491K – – –
HPIA
637
Hamilton Point Investment Advisors
North Carolina
$491K – – –
PRS
638
Pinkerton Retirement Specialists
Idaho
$491K +$447K +4,476 New
PGWM
639
Parisi Gray Wealth Management
New Jersey
$486K +$11.1K +111 +3%
BJL
640
Brighton Jones LLC
Washington
$484K -$8.58K -86 -2%
PFA
641
Pure Financial Advisors
California
$482K -$299 -3 -0.1%
CNB
642
Camden National Bank
Maine
$480K – – –
CHA
643
Carmichael Hill & Associates
Maryland
$477K – – –
DWA
644
Douglass Winthrop Advisors
New York
$477K – – –
MWM
645
Mattern Wealth Management
Kansas
$474K -$24.9K -250 -5%
V
646
ViaWealth
Kansas
$470K – – –
CFGS
647
Concourse Financial Group Securities
Alabama
$468K -$82.2K -824 -16%
P
648
Pitcairn
Pennsylvania
$468K -$54.2K -543 -11%
GIA
649
Gladstone Institutional Advisory
Florida
$466K +$140K +1,402 +49%
OWMIAS
650
One Wealth Management Investment & Advisory Services
Florida
$466K +$3.99K +40 +1%
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