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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
801
Custom Index Systems
New York
$216K +$200K +2,214 New
KIA
802
KCM Investment Advisors
California
$216K +$199K +2,210 New
NFG
803
Nadler Financial Group
Illinois
$214K +$198K +2,190 New
T
804
TrueFG
Texas
$214K +$197K +2,188 New
DWA
805
Delap Wealth Advisory
Oregon
$214K +$197K +2,187 New
PCH
806
PGIM Custom Harvest
New Jersey
$214K +$197K +2,186 New
DWP
807
Daymark Wealth Partners
Ohio
$213K +$197K +2,184 New
FPCG
808
Fort Pitt Capital Group
Pennsylvania
$212K +$195K +2,166 New
AWC
809
Abundance Wealth Counselors
Pennsylvania
$211K +$195K +2,165 New
WWM
810
Western Wealth Management
Colorado
$211K +$195K +2,160 New
SW
811
SteelPeak Wealth
California
$210K -$22.4K -248 -10%
GGA
812
Granite Group Advisors
Connecticut
$210K -$74.6K -827 -28%
BFA
813
Beaumont Financial Advisors
Massachusetts
$209K +$193K +2,135 New
NAS
814
Nicolet Advisory Services
Wisconsin
$208K +$188K +2,083 New
KCM
815
Kathmere Capital Management
Pennsylvania
$206K +$191K +2,113 New
QWP
816
Quotient Wealth Partners
Texas
$206K +$190K +2,107 New
GT
817
Glenmede Trust
Pennsylvania
$205K +$190K +2,101 New
PP
818
Patron Partners
Texas
$205K +$189K +2,100 New
FCM
819
Fortis Capital Management
Washington
$204K +$189K +2,090 New
PCM
820
Penserra Capital Management
California
$204K +$812 +9 +0.4%
CAM
821
Claret Asset Management
Quebec, Canada
$202K +$186K +2,065 New
HCM
822
Hodges Capital Management
Texas
$202K +$187K +2,068 New
KMWM
823
Keudell/Morrison Wealth Management
Oregon
$200K +$185K +2,051 New
HCM
824
Hollencrest Capital Management
California
$196K +$94.9K +1,052 +111%
CLOS
825
Compagnie Lombard Odier SCmA
Switzerland
$195K – – –
31 32
33
34 35