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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
726
Parisi Gray Wealth Management
New Jersey
$266K +$28.8K +318 +7%
AC
727
Apella Capital
Connecticut
$265K -$37.3K -412 -8%
BB
728
Bell Bank
North Dakota
$263K -$150K -1,659 -26%
SC
729
SouthState Corp
Florida
$262K +$192K +2,125 +80%
KPWS
730
Kestra Private Wealth Services
Texas
$262K -$676K -7,477 -61%
ONB
731
Old National Bancorp
Indiana
$260K +$91.6K +1,012 +27%
O
732
Ossiam
France
$259K -$139K -1,535 -25%
ACI
733
Alpha Cubed Investments
California
$258K -$24.6K -272 -5%
LIM
734
Loudon Investment Management
New Hampshire
$257K -$90.5K -1,000 -18%
AWM
735
Aries Wealth Management
Maine
$257K +$63.3K +700 +18%
FWM
736
Focused Wealth Management
New York
$255K -$12.7K -140 -3%
LAM
737
Lifestyle Asset Management
Texas
$255K +$213K +2,356 +102%
SQA
738
Simon Quick Advisors
New Jersey
$252K +$75.7K +837 +22%
TCM
739
Traynor Capital Management
Pennsylvania
$252K -$14.7K -162 -3%
SAM
740
Shell Asset Management
Netherlands
$251K -$43.4K -480 -9%
MA
741
MJP Associates
Connecticut
$250K +$184K +2,035 +80%
VCM
742
Virtue Capital Management
Tennessee
$246K +$407K +4,502 New
BWFA
743
Baltimore-Washington Financial Advisors
Maryland
$245K -$1.81K -20 -0.4%
HPIA
744
Hamilton Point Investment Advisors
North Carolina
$245K – – –
CI
745
Cigna Investments
Connecticut
$245K -$6.15K -68 -1%
BJL
746
Brighton Jones LLC
Washington
$241K -$16.2K -179 -4%
DI
747
DDFG Inc
California
$241K +$90.5K +1,000 +29%
OWMIAS
748
One Wealth Management Investment & Advisory Services
Florida
$239K +$11.4K +126 +3%
GCP
749
Gill Capital Partners
Colorado
$239K +$34.4K +380 +10%
OCM
750
One Capital Management
California
$238K -$82K -906 -17%
28 29
30
31 32