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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
726
Orion Portfolio Solutions
Nebraska
– -$343K -4,956 Closed
WWM
727
Western Wealth Management
Colorado
– -$338K -4,892 Closed
ETCM
728
Evolutionary Tree Capital Management
Virginia
– -$329K -4,750 Closed
DWA
729
Douglass Winthrop Advisors
New York
– -$323K -4,670 Closed
GG
730
Gofen & Glossberg
Illinois
– -$322K -4,650 Closed
AC
731
ASB Consultores
Florida
– -$318K -4,594 Closed
FAB
732
First American Bank
Illinois
– -$314K -4,529 Closed
CWM
733
Concentrum Wealth Management
California
– -$312K -4,500 Closed
MFA
734
Mayflower Financial Advisors
Massachusetts
– -$310K -4,478 Closed
CCP
735
Corient Capital Partners
California
– -$309K -4,466 Closed
OFS
736
OneAscent Financial Services
Alabama
– -$308K -4,454 Closed
MWM
737
Mattern Wealth Management
Kansas
– -$307K -4,440 Closed
AWM
738
Avitas Wealth Management
California
– -$307K -4,434 Closed
XT
739
XTX Topco
Cayman Islands
– -$303K -4,382 Closed
FWCM
740
Ferguson Wellman Capital Management
Oregon
– -$301K -4,350 Closed
HTC
741
Haverford Trust Company
Pennsylvania
– -$298K -4,300 Closed
ACMA
742
Arbor Capital Management (Alaska)
Alaska
– -$308K -4,273 Closed
BPA
743
Beacon Pointe Advisors
California
– -$295K -4,256 Closed
LA
744
Latitude Advisors
Florida
– -$294K -4,250 Closed
CWM
745
Cornerstone Wealth Management
Missouri
– -$293K -4,230 Closed
SCA
746
Spearhead Capital Advisors
Florida
– -$293K -4,226 Closed
CAMG
747
CWA Asset Management Group
Florida
– -$292K -4,217 Closed
PPW
748
Pinnacle Private Wealth
Massachusetts
– -$289K -4,180 Closed
VCA
749
Verdence Capital Advisors
Maryland
– -$286K -4,135 Closed
HWAM
750
Hennion & Walsh Asset Management
New Jersey
– -$285K -4,112 Closed
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30
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