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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
I
726
InceptionR
California
$486K +$511K +4,134 New
CWG
727
Cornerstone Wealth Group
North Carolina
$485K +$511K +4,130 New
IIM
728
INTECH Investment Management
Florida
$483K -$1.98M -16,006 -80%
PWM
729
Prosperity Wealth Management
California
$481K +$70.5K +570 +16%
BFM
730
Boothbay Fund Management
New York
$480K +$505K +4,083 New
WFC
731
Western Financial Corp
California
$474K +$499K +4,030 New
EMAM
732
Encompass More Asset Management
California
$471K +$169K +1,364 +52%
AWM
733
Aries Wealth Management
Maine
$470K – – –
MIM
734
Montgomery Investment Management
Maryland
$470K – – –
CWM
735
Cornerstone Wealth Management
Missouri
$470K -$10.8K -87 -2%
GCP
736
Gill Capital Partners
Colorado
$470K – – –
A
737
AlphaQuest
New York
$465K +$394K +3,182 +410%
FWP
738
FAS Wealth Partners
Kansas
$465K -$131K -1,055 -21%
OCBCO
739
Oversea-Chinese Banking Corp (OCBC)
Singapore
$462K +$181K +1,459 +59%
NP
740
NorthRock Partners
Minnesota
$462K -$15.7K -127 -3%
AFO
741
Arrowroot Family Office
California
$458K +$202K +1,633 +72%
CFGS
742
Concourse Financial Group Securities
Alabama
$456K -$60.7K -491 -12%
FFN
743
Focus Financial Network
Minnesota
$456K +$10.4K +84 +2%
AGM
744
Alpine Global Management
New York
$454K +$478K +3,860 New
CA
745
CoreCap Advisors
Michigan
$452K +$64K +517 +16%
LSA
746
Leonteq Securities AG
Switzerland
$450K -$246K -1,985 -34%
WPC
747
Wedmont Private Capital
Pennsylvania
$449K +$17.7K +143 +4%
BP
748
Ballentine Partners
Massachusetts
$445K +$31.6K +255 +7%
EB
749
Eastern Bank
Massachusetts
$445K – – –
AWA
750
Arkadios Wealth Advisors
Georgia
$444K +$127K +1,027 +37%
28 29
30
31 32