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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
751
Crown Wealth Group
North Carolina
$268K – – –
EI
752
Ethic Inc
New York
$268K +$248K +2,746 New
ONB
753
Old National Bancorp
Indiana
$264K – – –
CCWM
754
Cassaday & Co Wealth Management
Virginia
$262K +$242K +2,678 New
CUAMC
755
China Universal Asset Management Company
China
$261K +$60.4K +670 +33%
CWM
756
Concentrum Wealth Management
California
$261K -$6.59K -73 -3%
LA
757
Latitude Advisors
Florida
$260K +$5.14K +57 +2%
HI
758
Harbour Investments
Wisconsin
$258K +$1.9K +21 +0.8%
HL
759
HeadInvest LLC
Maine
$257K +$2.71K +30 +1%
WLPWM
760
Walled Lake Planning & Wealth Management
Illinois
$257K +$6.41K +71 +3%
MCM
761
Moore Capital Management
New York
$256K +$237K +2,623 New
PA
762
Pinnacle Associates
New York
$256K +$8.3K +92 +4%
VIM
763
Vista Investment Management
Pennsylvania
$256K +$237K +2,622 New
SC
764
SouthState Corp
Florida
$254K +$235K +2,600 New
CF
765
Centaurus Financial
California
$253K -$2.71K -30 -1%
OAM
766
Ostrum Asset Management
France
$251K -$18K -200 -7%
SA
767
SpiderRock Advisors
Delaware
$250K +$231K +2,560 New
PCA
768
Pallas Capital Advisors
Massachusetts
$249K +$234K +2,597 New
PCMF
769
Private Capital Management (Florida)
Florida
$248K +$229K +2,542 New
WP
770
WMS Partners
Maryland
$245K -$8.3K -92 -4%
RB
771
Rodgers Brothers
Pennsylvania
$244K – – –
WTG
772
West Tower Group
Virginia
$244K – – –
CBA
773
Coastal Bridge Advisors
Connecticut
$244K – – –
HH
774
Hilltop Holdings
Texas
$243K +$225K +2,492 New
EWM
775
Evercore Wealth Management
New York
$243K – – –
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