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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
701
Boston Family Office
Massachusetts
$215K -$8.09K -100 -4%
GT
702
Greenleaf Trust
Michigan
$215K -$1.7K -21 -0.8%
HI
703
Harbour Investments
Wisconsin
$215K +$2.75K +34 +1%
DGAM
704
Desjardins Global Asset Management
Quebec, Canada
$214K +$222K +2,743 New
CWM
705
Concentrum Wealth Management
California
$213K +$220K +2,722 New
AAIS
706
ABN AMRO Investment Solutions
$211K -$248K -3,068 -53%
SW
707
SVB Wealth
Massachusetts
$207K -$11.6K -143 -5%
EWA
708
Exencial Wealth Advisors
Oklahoma
$204K +$211K +2,615 New
HAS
709
HBW Advisory Services
California
$204K -$143K -1,774 -40%
WF
710
WoodTrust Financial
Wisconsin
$202K -$8.09K -100 -4%
WP
711
WMS Partners
Maryland
$202K +$209K +2,582 New
SA
712
Strategic Advisors
New York
$201K -$3.15K -39 -1%
AWE
713
Avidian Wealth Enterprises
Texas
$201K +$208K +2,575 New
HL
714
HeadInvest LLC
Maine
$194K +$201K +2,480 New
AF
715
Allworth Financial
California
$185K +$5.74K +71 +3%
SGA
716
Seaport Global Advisors
Massachusetts
$184K -$109K -1,349 -36%
PCM
717
Penserra Capital Management
California
$183K +$10.3K +127 +6%
CF
718
Centaurus Financial
California
$178K – – –
SSB
719
Sandy Spring Bank
Maryland
$175K +$20.9K +259 +13%
LC
720
Lindbrook Capital
California
$174K -$12.5K -155 -7%
HWP
721
Highline Wealth Partners
California
$173K -$28.3K -350 -14%
RDFA
722
Ritter Daniher Financial Advisory
Ohio
$163K +$22.7K +281 +16%
SPM
723
Symmetry Peak Management
Pennsylvania
$156K -$368K -4,550 -69%
AWM
724
Avondale Wealth Management
Texas
$156K – – –
CLOS
725
Compagnie Lombard Odier SCmA
Switzerland
$156K – – –
27 28
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