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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
651
Gladstone Institutional Advisory
Florida
$466K +$140K +1,402 +49%
OWMIAS
652
One Wealth Management Investment & Advisory Services
Florida
$466K +$3.99K +40 +1%
DAS
653
Diversify Advisory Services
Utah
$463K +$96.5K +967 +33%
NB
654
Norinchukin Bank
Japan
$462K +$47.6K +477 +13%
LMKC
655
L.M. Kohn & Company
Ohio
$460K +$123K +1,231 +42%
EFM
656
E Fund Management
China
$458K +$37K +371 +10%
MFA
657
Mayflower Financial Advisors
Massachusetts
$456K -$2.4K -24 -0.6%
LA
658
Lane & Associates
New Jersey
$455K +$2.99K +30 +0.7%
ACA
659
Aptus Capital Advisors
Alabama
$451K +$14.4K +144 +4%
LSPW
660
Lake Street Private Wealth
Illinois
$450K -$2.62M -26,255 -86%
CWM
661
Cornerstone Wealth Management
Missouri
$448K – – –
JIC
662
Johnson Investment Counsel
Ohio
$445K -$299 -3 -0.1%
NP
663
NorthRock Partners
Minnesota
$444K -$7.28K -73 -2%
ICP
664
Interchange Capital Partners
Pennsylvania
$441K -$27.7K -278 -6%
SC
665
Scotia Capital
Ontario, Canada
$439K +$18.3K +183 +5%
AWM
666
Aries Wealth Management
Maine
$439K – – –
MIM
667
Montgomery Investment Management
Maryland
$439K – – –
GCP
668
Gill Capital Partners
Colorado
$438K +$15K +150 +4%
ACMA
669
Arbor Capital Management (Alaska)
Alaska
$437K – – –
CCWM
670
Correct Capital Wealth Management
Missouri
$426K -$7.68K -77 -2%
GAM
671
Gotham Asset Management
New York
$425K – – –
FFN
672
Focus Financial Network
Minnesota
$416K +$8.38K +84 +2%
EB
673
Eastern Bank
Massachusetts
$415K +$377K +3,783 New
FAB
674
First American Bank
Illinois
$413K – – –
BPA
675
Beacon Pointe Advisors
California
$412K -$7.58K -76 -2%
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