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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Cache Advisors
California
$325K +$342K +2,767 New
GT
827
Greenleaf Trust
Michigan
$323K +$1.61K +13 +0.5%
CWG
828
Crown Wealth Group
North Carolina
$323K – – –
HIS
829
Harvest Investment Services
Illinois
$321K +$338K +2,731 New
EW
830
Evoke Wealth
California
$320K +$44K +356 +15%
LMKC
831
L.M. Kohn & Company
Ohio
$320K -$182K -1,469 -35%
LA
832
Latitude Advisors
Florida
$315K -$2.1K -17 -0.6%
CWM
833
Concentrum Wealth Management
California
$314K +$495 +4 +0.1%
HI
834
Harbour Investments
Wisconsin
$314K +$4.45K +36 +1%
SC
835
SouthState Corp
Florida
$314K +$8.41K +68 +3%
PA
836
Pinnacle Associates
New York
$313K +$329K +2,663 New
PCA
837
Pallas Capital Advisors
Massachusetts
$313K +$2.6K +21 +0.8%
MC
838
MIG Capital
California
$312K +$329K +2,657 New
LFM
839
LGT Fund Management
Liechtenstein
$308K +$324K +2,620 New
EA
840
Everpar Advisors
Oklahoma
$307K -$6.06K -49 -2%
MCA
841
Magnolia Capital Advisors
Mississippi
$307K +$371 +3 +0.1%
WLPWM
842
Walled Lake Planning & Wealth Management
Illinois
$306K -$2.85K -23 -0.9%
BWP
843
Barlow Wealth Partners
Kentucky
$305K – – –
FFA
844
Founders Financial Alliance
North Carolina
$303K -$24.7K -200 -7%
GT
845
Glenview Trust
Kentucky
$303K +$37.7K +305 +13%
BWM
846
Baron Wealth Management
Michigan
$299K -$65.5K -529 -17%
PCMF
847
Private Capital Management (Florida)
Florida
$299K – – –
MA
848
MJP Associates
Connecticut
$299K +$314K +2,541 New
CPRC
849
Consolidated Portfolio Review Corp
New York
$298K -$28.5K -230 -8%
WP
850
WMS Partners
Maryland
$297K +$6.06K +49 +2%
32 33
34
35 36