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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
651
Ifrah Financial Services
Arkansas
$234K +$205K +3,024 New
SC
652
Scotia Capital
Ontario, Canada
$233K +$204K +3,021 New
LA
653
Lane & Associates
New Jersey
$232K +$203K +3,007 New
SWM
654
Shelton Wealth Management
Texas
$232K +$203K +3,001 New
CBA
655
Coastal Bridge Advisors
Connecticut
$232K +$203K +3,000 New
JC
656
Jacobs & Co
California
$231K +$203K +3,000 New
WLPWM
657
Walled Lake Planning & Wealth Management
Illinois
$231K +$202K +2,990 New
PCS
658
Personal CFO Solutions
New Jersey
$229K +$200K +2,961 New
BFC
659
Bedel Financial Consulting
Indiana
$226K +$198K +2,929 New
LI
660
LVZ Inc
Michigan
$224K +$196K +2,900 New
KFS
661
Kaizen Financial Strategies
California
$223K +$179K +2,642 New
TC
662
Truvestments Capital
Florida
$223K -$29.1K -430 -13%
FFM
663
Forum Financial Management
Illinois
$222K +$195K +2,877 New
BFO
664
Boston Family Office
Massachusetts
$220K +$193K +2,850 New
LMKC
665
L.M. Kohn & Company
Ohio
$219K +$192K +2,830 New
DU
666
Delphia (USA)
Ontario, Canada
$217K +$190K +2,809 New
WPC
667
Wedmont Private Capital
Pennsylvania
$217K +$167K +2,462 New
BWFA
668
Baltimore-Washington Financial Advisors
Maryland
$216K +$189K +2,800 New
SW
669
SVB Wealth
Massachusetts
$215K -$99.6K -1,472 -35%
OAM
670
Ostrum Asset Management
France
$215K +$203 +3 +0.1%
GT
671
Greenleaf Trust
Michigan
$214K -$52.1K -770 -22%
HI
672
Harbour Investments
Wisconsin
$209K +$541 +8 +0.3%
TCWM
673
Total Clarity Wealth Management
Illinois
$208K +$183K +2,700 New
BP
674
Ballentine Partners
Massachusetts
$208K +$183K +2,697 New
WF
675
WoodTrust Financial
Wisconsin
$208K +$182K +2,690 New
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