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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
T
801
TrueFG
Texas
$240K – – –
FHC
802
First Heartland Consultants
Missouri
$239K +$998 +10 +0.5%
USCWA
803
U.S. Capital Wealth Advisors
Texas
$239K -$104K -1,038 -32%
SAM
804
Smartleaf Asset Management
Massachusetts
$238K +$91.5K +917 +73%
FPCG
805
Fort Pitt Capital Group
Pennsylvania
$238K – – –
AWC
806
Abundance Wealth Counselors
Pennsylvania
$237K – – –
KJHP
807
K.J. Harrison & Partners
Ontario, Canada
$236K +$200K +2,000 New
PCA
808
Prosperity Capital Advisors
Ohio
$236K -$21.9K -220 -9%
GGA
809
Granite Group Advisors
Connecticut
$235K – – –
SIMG
810
Sonora Investment Management Group
Arizona
$235K +$214K +2,142 New
KIA
811
KCM Investment Advisors
California
$234K -$7.88K -79 -4%
CLOS
812
Compagnie Lombard Odier SCmA
Switzerland
$233K +$12.3K +123 +6%
GI
813
GAMMA Investing
California
$232K +$29.2K +293 +16%
PCM
814
Penserra Capital Management
California
$231K +$2.49K +25 +1%
NAS
815
Nicolet Advisory Services
Wisconsin
$231K -$1.3K -13 -0.6%
VT
816
Vise Technologies
New York
$230K +$210K +2,102 New
C
817
Covestor
United Kingdom
$229K -$22.1K -222 -10%
CAM
818
Claret Asset Management
Quebec, Canada
$228K +$1.1K +11 +0.5%
LWM
819
Liberty Wealth Management
California
$228K +$207K +2,077 New
GFP
820
Gryphon Financial Partners
Ohio
$228K +$207K +2,075 New
HCM
821
Hodges Capital Management
Texas
$227K – – –
NG
822
Norden Group
Utah
$225K +$205K +2,055 New
SF
823
Summit Financial
New Jersey
$225K -$23K -231 -10%
KMWM
824
Keudell/Morrison Wealth Management
Oregon
$225K – – –
KCM
825
Kathmere Capital Management
Pennsylvania
$224K -$6.58K -66 -3%
31 32
33
34 35