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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
651
Yorktown Management & Research Company
Virginia
$670K – – –
MYLI
652
Meiji Yasuda Life Insurance
Japan
$670K +$705K +5,700 New
HTC
653
Haverford Trust Company
Pennsylvania
$667K -$19.1K -154 -3%
GKWIM
654
Gerber Kawasaki Wealth & Investment Management
California
$664K +$10.1K +82 +1%
AF
655
Allworth Financial
California
$660K +$214K +1,732 +46%
ATS
656
Ashton Thomas Securities
New York
$660K +$1.36K +11 +0.2%
AWM
657
Ariadne Wealth Management
California
$653K -$1.98K -16 -0.3%
FFM
658
Forum Financial Management
Illinois
$648K +$59.6K +482 +10%
CC
659
Callan Capital
California
$646K -$14.8K -120 -2%
PPWP
660
Premier Path Wealth Partners
New Jersey
$641K +$1.86K +15 +0.3%
RWMG
661
Redwood Wealth Management Group
New Jersey
$637K -$6.19K -50 -0.9%
PTC
662
Private Trust Company
Ohio
$630K -$173K -1,397 -21%
TSWM
663
Tyler-Stone Wealth Management
Ohio
$629K – – –
CSP
664
Cary Street Partners
Virginia
$629K +$662K +5,351 New
LCM
665
LCM Capital Management
Illinois
$629K -$37.1K -300 -5%
AC
666
Apella Capital
Connecticut
$625K +$1.98K +16 +0.3%
CP
667
Canopy Partners
Ohio
$623K +$369K +2,985 +129%
MC
668
Moors & Cabot
Massachusetts
$620K +$4.58K +37 +0.7%
OCM
669
One Capital Management
California
$618K – – –
RG
670
Rathbones Group
United Kingdom
$615K +$2.23K +18 +0.3%
CB
671
CNB Bank
Pennsylvania
$613K -$33.4K -270 -5%
TC
672
Tejara Capital
United Kingdom
$611K +$643K +5,200 New
GAM
673
Grandview Asset Management
Pennsylvania
$611K +$84K +679 +15%
MMCM
674
Murphy & Mullick Capital Management
New York
$601K +$633K +5,117 New
HIMC
675
Heritage Investors Management Corp
Maryland
$598K – – –
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