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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
626
Nautilus Advisors
California
$300K +$50.1K +790 +15%
WSFS
627
Wilmington Savings Fund Society
Delaware
$296K -$144K -2,269 -27%
BL
628
Balentine LLC
Georgia
$294K – – –
BC
629
Broadwater Capital
Massachusetts
$294K -$27M -425,940 -99%
TWM
630
Tradition Wealth Management
Minnesota
$293K +$127 +2 +0%
MFG
631
Merit Financial Group
Georgia
$293K -$46.6K -735 -11%
CGH
632
Crossmark Global Holdings
Texas
$291K -$14.8K -233 -4%
DAS
633
Diversify Advisory Services
Utah
$285K -$1.8M -28,359 -83%
CF
634
Centaurus Financial
California
$283K -$20.3K -320 -5%
GLA
635
Great Lakes Advisors
Illinois
$282K -$35.3K -556 -9%
NP
636
NorthRock Partners
Minnesota
$279K +$131K +2,072 +57%
GKWIM
637
Gerber Kawasaki Wealth & Investment Management
California
$279K +$68.1K +1,073 +23%
SIA
638
Soltis Investment Advisors
Utah
$277K -$127K -2,008 -26%
MA
639
MJP Associates
Connecticut
$277K +$6.6K +104 +2%
MWM
640
Mindset Wealth Management
Indiana
$277K +$40.6K +640 +13%
PFA
641
Pure Financial Advisors
California
$276K -$1.4K -22 -0.4%
WMA
642
Wealth Management Associates
New Jersey
$275K -$363K -5,715 -50%
HTC
643
Haverford Trust Company
Pennsylvania
$275K -$3.81K -60 -1%
GWM
644
Geneos Wealth Management
Colorado
$273K -$3.56M -56,056 -91%
DI
645
DDFG Inc
California
$270K +$69.8K +1,100 +25%
OIA
646
OneDigital Investment Advisors
Kansas
$269K -$92.8K -1,462 -21%
MYLI
647
Meiji Yasuda Life Insurance
Japan
$268K – – –
ICP
648
Interchange Capital Partners
Pennsylvania
$268K +$70.7K +1,114 +26%
CA
649
Cache Advisors
California
$267K +$176K +2,767 New
PI
650
PFG Investments
New York
$266K -$162K -2,555 -32%
24 25
26
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