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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
726
Trust Point Inc
Wisconsin
$252K +$219K +2,887 New
USCWA
727
U.S. Capital Wealth Advisors
Texas
$251K – – –
FFA
728
Founders Financial Alliance
North Carolina
$251K +$218K +2,875 New
MG
729
Marex Group
$249K +$215K +2,843 New
SGCA
730
Steel Grove Capital Advisors
Tennessee
$247K +$214K +2,827 New
TC
731
TownSquare Capital
Utah
$245K -$113K -1,489 -35%
DAS
732
Diversify Advisory Services
Utah
$244K +$212K +2,797 New
SA
733
Strategic Advisors
New York
$243K -$3.26K -43 -2%
OAM
734
Ostrum Asset Management
France
$242K – – –
SRL
735
Scientech Research LLC
New Jersey
$242K +$210K +2,769 New
CWG
736
Crown Wealth Group
North Carolina
$240K +$208K +2,747 New
GT
737
Greenleaf Trust
Michigan
$240K +$208K +2,742 New
CWM
738
Concentrum Wealth Management
California
$240K +$208K +2,741 New
IFS
739
Ifrah Financial Services
Arkansas
$238K +$206K +2,720 New
WCFA
740
Walkner Condon Financial Advisors
Wisconsin
$236K +$205K +2,701 New
ONB
741
Old National Bancorp
Indiana
$236K -$87.1K -1,150 -30%
WPC
742
Wedmont Private Capital
Pennsylvania
$235K +$205K +2,711 New
MC
743
Mathes Company
New York
$232K -$330K -4,350 -62%
SW
744
SVB Wealth
Massachusetts
$231K +$200K +2,637 New
CF
745
Centaurus Financial
California
$229K – – –
HI
746
Harbour Investments
Wisconsin
$229K -$4.62K -61 -2%
LA
747
Latitude Advisors
Florida
$228K +$198K +2,609 New
HL
748
HeadInvest LLC
Maine
$228K +$197K +2,605 New
WP
749
WMS Partners
Maryland
$227K +$197K +2,600 New
MGIA
750
Moneta Group Investment Advisors
Missouri
$227K +$196K +2,593 New
28 29
30
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