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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Derbend Asset Management
Georgia
$218K -$47.7K -590 -17%
BFO
702
Boston Family Office
Massachusetts
$215K -$8.09K -100 -4%
GT
703
Greenleaf Trust
Michigan
$215K -$1.7K -21 -0.8%
HI
704
Harbour Investments
Wisconsin
$215K +$2.75K +34 +1%
DGAM
705
Desjardins Global Asset Management
Quebec, Canada
$214K +$222K +2,743 New
CWM
706
Concentrum Wealth Management
California
$213K +$220K +2,722 New
AAIS
707
ABN AMRO Investment Solutions
$211K -$248K -3,068 -53%
SW
708
SVB Wealth
Massachusetts
$207K -$11.6K -143 -5%
EWA
709
Exencial Wealth Advisors
Oklahoma
$204K +$211K +2,615 New
HAS
710
HBW Advisory Services
California
$204K -$143K -1,774 -40%
WF
711
WoodTrust Financial
Wisconsin
$202K -$8.09K -100 -4%
WP
712
WMS Partners
Maryland
$202K +$209K +2,582 New
SA
713
Strategic Advisors
New York
$201K -$3.15K -39 -1%
AWE
714
Avidian Wealth Enterprises
Texas
$201K +$208K +2,575 New
HL
715
HeadInvest LLC
Maine
$194K +$201K +2,480 New
AF
716
Allworth Financial
California
$185K +$5.74K +71 +3%
SGA
717
Seaport Global Advisors
Massachusetts
$184K -$109K -1,349 -36%
PCM
718
Penserra Capital Management
California
$183K +$10.3K +127 +6%
CF
719
Centaurus Financial
California
$178K – – –
SSB
720
Sandy Spring Bank
Maryland
$175K +$20.9K +259 +13%
LC
721
Lindbrook Capital
California
$174K -$12.5K -155 -7%
HWP
722
Highline Wealth Partners
California
$173K -$28.3K -350 -14%
RDFA
723
Ritter Daniher Financial Advisory
Ohio
$163K +$22.7K +281 +16%
SPM
724
Symmetry Peak Management
Pennsylvania
$156K -$368K -4,550 -69%
AWM
725
Avondale Wealth Management
Texas
$156K – – –
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