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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
651
Haverford Trust Company
Pennsylvania
$667K -$19.1K -154 -3%
GKWIM
652
Gerber Kawasaki Wealth & Investment Management
California
$664K +$10.1K +82 +1%
AF
653
Allworth Financial
California
$660K +$214K +1,732 +46%
ATS
654
Ashton Thomas Securities
New York
$660K +$1.36K +11 +0.2%
AWM
655
Ariadne Wealth Management
California
$653K -$1.98K -16 -0.3%
FFM
656
Forum Financial Management
Illinois
$648K +$59.6K +482 +10%
CC
657
Callan Capital
California
$646K -$14.8K -120 -2%
PPWP
658
Premier Path Wealth Partners
New Jersey
$641K +$1.86K +15 +0.3%
RWMG
659
Redwood Wealth Management Group
New Jersey
$637K -$6.19K -50 -0.9%
PTC
660
Private Trust Company
Ohio
$630K -$173K -1,397 -21%
TSWM
661
Tyler-Stone Wealth Management
Ohio
$629K – – –
CSP
662
Cary Street Partners
Virginia
$629K +$662K +5,351 New
LCM
663
LCM Capital Management
Illinois
$629K -$37.1K -300 -5%
AC
664
Apella Capital
Connecticut
$625K +$1.98K +16 +0.3%
CP
665
Canopy Partners
Ohio
$623K +$369K +2,985 +129%
MC
666
Moors & Cabot
Massachusetts
$620K +$4.58K +37 +0.7%
OCM
667
One Capital Management
California
$618K – – –
RG
668
Rathbones Group
United Kingdom
$615K +$2.23K +18 +0.3%
CB
669
CNB Bank
Pennsylvania
$613K -$33.4K -270 -5%
TC
670
Tejara Capital
United Kingdom
$611K +$643K +5,200 New
GAM
671
Grandview Asset Management
Pennsylvania
$611K +$84K +679 +15%
MMCM
672
Murphy & Mullick Capital Management
New York
$601K +$633K +5,117 New
HIMC
673
Heritage Investors Management Corp
Maryland
$598K – – –
MWM
674
Mindset Wealth Management
Indiana
$595K -$19.8K -160 -3%
SAM
675
Shell Asset Management
Netherlands
$595K +$13.6K +110 +2%
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