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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
726
LVZ Inc
Michigan
$318K – – –
DWP
727
Daymark Wealth Partners
Ohio
$317K +$70.9K +711 +33%
SW
728
SteelPeak Wealth
California
$317K +$74.1K +743 +35%
FRM
729
Fox Run Management
Connecticut
$317K -$1M -10,032 -78%
NAM
730
NorthCrest Asset Manangement
Minnesota
$317K +$288K +2,887 New
SA
731
Strategic Advisors
New York
$315K +$200 +2 +0.1%
FPAS
732
Focus Partners Advisor Solutions
Missouri
$315K -$8.68K -87 -3%
PCA
733
Pallas Capital Advisors
Massachusetts
$312K +$4.09K +41 +2%
CIC
734
Carnegie Investment Counsel
Ohio
$311K – – –
SGCA
735
Steel Grove Capital Advisors
Tennessee
$311K +$1.4K +14 +0.5%
MGIA
736
Moneta Group Investment Advisors
Missouri
$306K +$44.8K +449 +19%
FFA
737
Founders Financial Alliance
North Carolina
$304K -$9.98K -100 -3%
CPRC
738
Consolidated Portfolio Review Corp
New York
$303K – – –
AWA
739
Arkadios Wealth Advisors
Georgia
$302K +$274K +2,751 New
AA
740
Altrafin AG
$302K – – –
CWG
741
Crown Wealth Group
North Carolina
$301K – – –
GT
742
Greenleaf Trust
Michigan
$300K -$2.4K -24 -0.9%
LA
743
Latitude Advisors
Florida
$296K +$2.99K +30 +1%
SSA
744
Schonfeld Strategic Advisors
New York
$294K -$2.19M -21,943 -89%
CWM
745
Concentrum Wealth Management
California
$293K +$299 +3 +0.1%
EA
746
Everpar Advisors
Oklahoma
$292K -$18.5K -185 -7%
DACG
747
Donor Advised Charitable Giving
California
$291K -$79.8K -800 -23%
EMAM
748
Encompass More Asset Management
California
$290K +$22.3K +224 +9%
HI
749
Harbour Investments
Wisconsin
$289K -$399 -4 -0.2%
WLPWM
750
Walled Lake Planning & Wealth Management
Illinois
$288K – – –
28 29
30
31 32