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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
801
Hennion & Walsh Asset Management
New Jersey
$240K +$219K +2,192 New
NFG
802
Nadler Financial Group
Illinois
$240K – – –
T
803
TrueFG
Texas
$240K – – –
FHC
804
First Heartland Consultants
Missouri
$239K +$998 +10 +0.5%
USCWA
805
U.S. Capital Wealth Advisors
Texas
$239K -$104K -1,038 -32%
SAM
806
Smartleaf Asset Management
Massachusetts
$238K +$91.5K +917 +73%
FPCG
807
Fort Pitt Capital Group
Pennsylvania
$238K – – –
AWC
808
Abundance Wealth Counselors
Pennsylvania
$237K – – –
KJHP
809
K.J. Harrison & Partners
Ontario, Canada
$236K +$200K +2,000 New
PCA
810
Prosperity Capital Advisors
Ohio
$236K -$21.9K -220 -9%
GGA
811
Granite Group Advisors
Connecticut
$235K – – –
SIMG
812
Sonora Investment Management Group
Arizona
$235K +$214K +2,142 New
KIA
813
KCM Investment Advisors
California
$234K -$7.88K -79 -4%
CLOS
814
Compagnie Lombard Odier SCmA
Switzerland
$233K +$12.3K +123 +6%
GI
815
GAMMA Investing
California
$232K +$29.2K +293 +16%
PCM
816
Penserra Capital Management
California
$231K +$2.49K +25 +1%
NAS
817
Nicolet Advisory Services
Wisconsin
$231K -$1.3K -13 -0.6%
VT
818
Vise Technologies
New York
$230K +$210K +2,102 New
C
819
Covestor
United Kingdom
$229K -$22.1K -222 -10%
CAM
820
Claret Asset Management
Quebec, Canada
$228K +$1.1K +11 +0.5%
LWM
821
Liberty Wealth Management
California
$228K +$207K +2,077 New
GFP
822
Gryphon Financial Partners
Ohio
$228K +$207K +2,075 New
HCM
823
Hodges Capital Management
Texas
$227K – – –
NG
824
Norden Group
Utah
$225K +$205K +2,055 New
SF
825
Summit Financial
New Jersey
$225K -$23K -231 -10%
31 32
33
34 35