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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Aries Wealth Management
Maine
– -$213K -4,000 Closed
GPCM
802
Granite Point Capital Management
Massachusetts
– -$239K -4,000 Closed
MIM
803
Montgomery Investment Management
Maryland
– -$239K -4,000 Closed
OCM
804
Octahedron Capital Management
California
– -$239K -4,000 Closed
GCP
805
Gill Capital Partners
Colorado
– -$235K -3,930 Closed
HWAM
806
Hennion & Walsh Asset Management
New Jersey
– -$235K -3,926 Closed
BPA
807
Beacon Pointe Advisors
California
– -$236K -3,917 Closed
PP
808
PDT Partners
New York
– -$233K -3,900 Closed
IWM
809
IHT Wealth Management
Illinois
– -$228K -3,808 Closed
V
810
Veritable
Delaware
– -$222K -3,716 Closed
AFA
811
Arlington Financial Advisors
California
– -$222K -3,709 Closed
DILIC
812
Dai-ichi Life Insurance Company
Japan
– -$222K -3,709 Closed
OIA
813
OneDigital Investment Advisors
Kansas
– -$221K -3,700 Closed
NWM
814
Northwest Wealth Management
Iowa
– -$219K -3,670 Closed
OWM
815
OneAscent Wealth Management
Alabama
– -$219K -3,660 Closed
LNWWM
816
Laird Norton Wetherby Wealth Management
California
– -$217K -3,628 Closed
OFS
817
OneAscent Financial Services
Alabama
– -$211K -3,534 Closed
WLPWM
818
Walled Lake Planning & Wealth Management
Illinois
– -$209K -3,490 Closed
CCA
819
Checchi Capital Advisers
California
– -$207K -3,458 Closed
DACG
820
Donor Advised Charitable Giving
California
– -$206K -3,450 Closed
VC
821
Vicus Capital
Pennsylvania
– -$206K -3,440 Closed
OTL
822
Oak Thistle LLC
New York
– -$201K -3,371 Closed
MA
823
Mutual Advisors
Nebraska
– -$200K -3,354 Closed
VWA
824
V Wealth Advisors
Kansas
– -$200K -3,351 Closed
EW
825
Evoke Wealth
California
– -$93K -1,563 Closed
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