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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$195K – – –
CC
827
Cypress Capital
Tennessee
$195K +$180K +2,000 New
FFA
828
Farther Finance Advisors
California
$188K +$25K +277 +17%
AWM
829
Abound Wealth Management
Tennessee
$183K -$451 -5 -0.3%
GI
830
GAMMA Investing
California
$178K +$24K +266 +17%
TIM
831
Thompson Investment Management
Wisconsin
$167K +$13.5K +150 +10%
RMC
832
Resources Management Corp
Connecticut
$163K – – –
RDFA
833
Ritter Daniher Financial Advisory
Ohio
$160K -$271 -3 -0.2%
ADL
834
Asset Dedication LLC
California
$153K +$133K +1,470 +1,470%
UB
835
UMB Bank
Missouri
$152K -$2.98K -33 -2%
AA
836
Alta Advisers
United Kingdom
$147K – – –
AWM
837
Avondale Wealth Management
Texas
$147K – – –
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$146K +$14.3K +159 +12%
PCMC
839
Planning Capital Management Corporation
Pennsylvania
$145K – – –
HNB
840
Huntington National Bank
Ohio
$137K +$13.7K +152 +12%
GLR
841
Great Lakes Retirement
Ohio
$128K +$118K +1,310 New
AAM
842
Advisors Asset Management
Colorado
$125K -$41.2K -457 -26%
CAS
843
Coppell Advisory Solutions
Texas
$125K +$115K +1,275 New
CB
844
Chris Bulman
California
$124K +$114K +1,269 New
SAM
845
Smartleaf Asset Management
Massachusetts
$123K +$26.6K +295 +31%
FCA
846
FinTrust Capital Advisors
South Carolina
$123K +$2.71K +30 +2%
KFI
847
Key Financial Inc
Pennsylvania
$117K – – –
TFA
848
Toth Financial Advisory
Virginia
$117K – – –
AAP
849
Arax Advisory Partners
Colorado
$116K +$33.6K +372 +46%
BTI
850
Blue Trust Inc
Georgia
$116K +$88.8K +984 +287%
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