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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
676
SVB Wealth
Massachusetts
$383K +$116K +1,286 +49%
PWM
677
Prosperity Wealth Management
California
$380K +$27.5K +305 +8%
GAM
678
Gotham Asset Management
New York
$378K -$7.58K -84 -2%
GCP
679
Gill Capital Partners
Colorado
$376K – – –
CP
680
Camelot Portfolios
Ohio
$375K +$347K +3,842 New
BPA
681
Beacon Pointe Advisors
California
$374K +$361 +4 +0.1%
MFG
682
Merit Financial Group
Georgia
$373K +$4.06K +45 +1%
SC
683
Scotia Capital
Ontario, Canada
$373K +$19.3K +214 +6%
EFM
684
E Fund Management
China
$372K +$7.4K +82 +2%
FAB
685
First American Bank
Illinois
$368K -$14.5K -161 -4%
CG
686
Cynosure Group
Utah
$366K -$25.7K -285 -7%
CGH
687
Crossmark Global Holdings
Texas
$366K +$5.32K +59 +2%
NB
688
Norinchukin Bank
Japan
$365K -$7.58K -84 -2%
P
689
&Partners
Tennessee
$364K +$336K +3,728 New
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$363K +$6.04K +67 +2%
ET
691
Equitable Trust
Tennessee
$359K +$45.1K +500 +16%
FHA
692
First Horizon Advisors
Tennessee
$359K +$2.53K +28 +0.8%
NERM
693
New England Research & Management
Illinois
$359K +$332K +3,675 New
BP
694
Ballentine Partners
Massachusetts
$355K +$40.5K +449 +14%
FFN
695
Focus Financial Network
Minnesota
$353K +$335K +3,709 New
PCG
696
Prosperity Consulting Group
Maryland
$352K -$224K -2,479 -41%
AF
697
Allworth Financial
California
$350K +$24.5K +272 +8%
SBIA
698
Sheaff Brock Investment Advisors
Indiana
$343K -$476K -5,280 -60%
DACG
699
Donor Advised Charitable Giving
California
$337K – – –
BWM
700
Baron Wealth Management
Michigan
$335K -$1.8K -20 -0.6%
26 27
28
29 30