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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Madison Wealth Management
Ohio
– -$299K -5,000 Closed
WWM
777
Western Wealth Management
Colorado
– -$286K -4,826 Closed
FIA
778
Foundations Investment Advisors
Arizona
– -$287K -4,811 Closed
CT
779
Coastline Trust
Rhode Island
– -$287K -4,810 Closed
DWA
780
Douglass Winthrop Advisors
New York
– -$270K -4,520 Closed
MYAM
781
Meiji Yasuda Asset Management
Japan
– -$270K -4,520 Closed
CAM
782
Cresset Asset Management
Illinois
– -$263K -4,404 Closed
SLG
783
Stanley-Laman Group
Pennsylvania
– -$263K -4,401 Closed
MWM
784
Mattern Wealth Management
Kansas
– -$262K -4,390 Closed
FWCM
785
Ferguson Wellman Capital Management
Oregon
– -$261K -4,366 Closed
CAM
786
Concorde Asset Management
Michigan
– -$258K -4,323 Closed
ACMA
787
Arbor Capital Management (Alaska)
Alaska
– -$271K -4,273 Closed
LMKC
788
L.M. Kohn & Company
Ohio
– -$254K -4,239 Closed
RB
789
Renasant Bank
Mississippi
– -$252K -4,220 Closed
SAM
790
Silvercrest Asset Management
New York
– -$251K -4,198 Closed
JWCA
791
J.W. Cole Advisors
Florida
– -$249K -4,174 Closed
PA
792
Profund Advisors
Maryland
– -$249K -4,172 Closed
BP
793
Ballentine Partners
Massachusetts
– -$249K -4,158 Closed
AWM
794
Avitas Wealth Management
California
– -$247K -4,139 Closed
SW
795
SVB Wealth
Massachusetts
– -$240K -4,023 Closed
AWM
796
Aries Wealth Management
Maine
– -$213K -4,000 Closed
GPCM
797
Granite Point Capital Management
Massachusetts
– -$239K -4,000 Closed
MIM
798
Montgomery Investment Management
Maryland
– -$239K -4,000 Closed
OCM
799
Octahedron Capital Management
California
– -$239K -4,000 Closed
GCP
800
Gill Capital Partners
Colorado
– -$235K -3,930 Closed
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32
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