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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
701
Parisi Gray Wealth Management
New Jersey
$533K +$12.2K +99 +2%
BWFA
702
Baltimore-Washington Financial Advisors
Maryland
$529K +$2.47K +20 +0.4%
HPIA
703
Hamilton Point Investment Advisors
North Carolina
$527K – – –
DWA
704
Douglass Winthrop Advisors
New York
$525K +$14.5K +117 +3%
CCWM
705
Correct Capital Wealth Management
Missouri
$524K +$71K +574 +15%
PFA
706
Pure Financial Advisors
California
$523K +$7.05K +57 +1%
FCH
707
Freestone Capital Holdings
Washington
$521K -$12.2K -99 -2%
AWM
708
AE Wealth Management
Kansas
$512K -$159K -1,283 -23%
CNB
709
Camden National Bank
Maine
$510K -$4.08K -33 -0.8%
DC
710
Davenport & Co
Virginia
$509K -$41.3K -334 -7%
MWM
711
Mattern Wealth Management
Kansas
$508K – – –
LA
712
Lane & Associates
New Jersey
$505K +$13.4K +108 +3%
BCM
713
Brookstone Capital Management
Illinois
$504K -$42.7K -345 -7%
SW
714
SVB Wealth
Massachusetts
$503K +$530K +4,282 New
OWMIAS
715
One Wealth Management Investment & Advisory Services
Florida
$500K +$495 +4 +0.1%
NMC
716
Nine Masts Capital
Hong Kong
$498K +$524K +4,235 New
SC
717
Sapient Capital
Indiana
$497K -$120K -970 -19%
ICP
718
Interchange Capital Partners
Pennsylvania
$494K +$22.1K +179 +4%
NA
719
Nautilus Advisors
California
$494K +$520K +4,200 New
OL
720
one8zero8 LLC
North Carolina
$494K +$520K +4,200 New
DAS
721
Diversify Advisory Services
Utah
$493K +$32K +259 +7%
BCM
722
Bourgeon Capital Management
Connecticut
$492K +$518K +4,187 New
V
723
ViaWealth
Kansas
$492K -$12.4K -100 -2%
MFA
724
Mayflower Financial Advisors
Massachusetts
$490K +$990 +8 +0.2%
BPC
725
Bryce Point Capital
New York
$488K +$514K +4,152 New
27 28
29
30 31