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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
701
Integrity Wealth Solutions
Colorado
$209K +$213K +2,898 New
MFG
702
Merit Financial Group
Georgia
$208K -$7.05K -96 -3%
USCWA
703
U.S. Capital Wealth Advisors
Texas
$207K +$211K +2,875 New
VIM
704
Vista Investment Management
Pennsylvania
$206K – – –
MFG
705
MidWestOne Financial Group
Iowa
$205K +$3.38K +46 +2%
LMKC
706
L.M. Kohn & Company
Ohio
$204K – – –
SA
707
Strategic Advisors
New York
$203K +$17.8K +242 +9%
EWA
708
Exencial Wealth Advisors
Oklahoma
$203K +$15K +204 +8%
DGAM
709
Desjardins Global Asset Management
Quebec, Canada
$200K +$2.79K +38 +1%
OAM
710
Ostrum Asset Management
France
$199K -$222K -3,026 -52%
PAI
711
Pittenger & Anderson Inc
Nebraska
$199K +$190K +2,585 +1,397%
HI
712
Harbour Investments
Wisconsin
$193K -$5.07K -69 -3%
CF
713
Centaurus Financial
California
$189K +$25K +340 +15%
TC
714
Truvestments Capital
Florida
$173K -$28.6K -389 -14%
LC
715
Lindbrook Capital
California
$162K +$1.91K +26 +1%
EC
716
EntryPoint Capital
New York
$161K +$164K +2,234 New
HWP
717
Highline Wealth Partners
California
$159K – – –
EWA
718
EverSource Wealth Advisors
Alabama
$145K +$9.11K +124 +7%
AAM
719
Advisors Asset Management
Colorado
$144K +$19.5K +265 +15%
YDMI
720
Y.D. More Investments
Israel
$144K -$154K -2,093 -51%
CLOS
721
Compagnie Lombard Odier SCmA
Switzerland
$144K – – –
PCM
722
Penserra Capital Management
California
$143K -$25.6K -348 -15%
SSB
723
Sandy Spring Bank
Maryland
$141K -$20.4K -277 -12%
TWM
724
Tradition Wealth Management
Minnesota
$136K – – –
AWM
725
Abound Wealth Management
Tennessee
$136K +$808 +11 +0.6%
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