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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
AE Wealth Management
Kansas
$328K +$15K +235 +5%
BRWM
727
Blue Rock Wealth Management
North Carolina
$327K -$95.8K -1,500 -25%
FFA
728
Farther Finance Advisors
California
$327K +$39.6K +620 +16%
BWFA
729
Baltimore-Washington Financial Advisors
Maryland
$323K – – –
HPIA
730
Hamilton Point Investment Advisors
North Carolina
$323K – – –
AWM
731
Atticus Wealth Management
Florida
$321K -$43.9K -687 -13%
CWG
732
Cornerstone Wealth Group
North Carolina
$321K +$7.79K +122 +3%
CI
733
Cigna Investments
Connecticut
$318K -$4.02K -63 -1%
BW
734
Blalock Williams
Alabama
$317K +$36.7K +574 +15%
DI
735
DDFG Inc
California
$317K – – –
BJL
736
Brighton Jones LLC
Washington
$315K -$2.3K -36 -0.8%
ICP
737
Interchange Capital Partners
Pennsylvania
$313K +$23.2K +364 +9%
OWMIAS
738
One Wealth Management Investment & Advisory Services
Florida
$312K -$2.49K -39 -0.9%
OCM
739
One Capital Management
California
$312K -$1.66K -26 -0.6%
CAS
740
CTC Alternative Strategies
Illinois
$310K +$275K +4,300 New
BPC
741
Banque Pictet & Cie
Switzerland
$309K +$274K +4,293 New
AFO
742
Arrowroot Family Office
California
$308K +$273K +4,283 New
SWP
743
Sagespring Wealth Partners
Tennessee
$308K +$273K +4,272 New
DC
744
Davenport & Co
Virginia
$304K +$18.8K +295 +8%
PGWM
745
Parisi Gray Wealth Management
New Jersey
$303K -$40.9K -641 -13%
GCP
746
Gill Capital Partners
Colorado
$303K -$10.5K -165 -4%
CWM
747
Cornerstone Wealth Management
Missouri
$303K – – –
HWAM
748
Hennion & Walsh Asset Management
New Jersey
$302K +$20.4K +320 +8%
OL
749
one8zero8 LLC
North Carolina
$302K – – –
BFC
750
Bedel Financial Consulting
Indiana
$299K – – –
28 29
30
31 32