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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
876
Kathmere Capital Management
Pennsylvania
$273K +$34.3K +277 +14%
FNBT
877
FineMark National Bank & Trust
Florida
$272K +$5.32K +43 +2%
IFS
878
Ifrah Financial Services
Arkansas
$272K -$10.1K -82 -3%
GI
879
GAMMA Investing
California
$272K +$24.3K +196 +9%
LAM
880
Lifestyle Asset Management
Texas
$271K +$285K +2,306 New
AAP
881
Arax Advisory Partners
Colorado
$271K +$137K +1,109 +93%
GCP
882
Garda Capital Partners
Minnesota
$271K +$285K +2,304 New
CWM
883
Connecticut Wealth Management
Connecticut
$270K +$4.21K +34 +2%
PCH
884
PGIM Custom Harvest
New Jersey
$268K +$8.04K +65 +3%
DACG
885
Donor Advised Charitable Giving
California
$267K -$47K -380 -14%
A
886
Allianz
Germany
$266K – – –
VIM
887
Vista Investment Management
Pennsylvania
$265K -$24.7K -200 -8%
CCWM
888
Cassaday & Co Wealth Management
Virginia
$265K -$7.92K -64 -3%
RB
889
Rodgers Brothers
Pennsylvania
$264K – – –
HCM
890
Hodges Capital Management
Texas
$264K +$22.4K +181 +9%
OAM
891
Oxford Asset Management
United Kingdom
$263K +$277K +2,240 New
WQ
892
Wealth Quarterback
New Jersey
$263K +$277K +2,240 New
NL
893
NWAM LLC
Washington
$262K -$40.2K -325 -13%
LSAG
894
Lake Street Advisors Group
New Hampshire
$262K +$23.8K +192 +9%
NI
895
Natural Investments
California
$262K +$276K +2,234 New
FRA
896
Frank Rimerman Advisors
California
$260K +$29.6K +239 +12%
NFG
897
Nadler Financial Group
Illinois
$257K – – –
T
898
TrueFG
Texas
$257K – – –
BW
899
Blalock Williams
Alabama
$256K +$270K +2,182 New
FHC
900
First Heartland Consultants
Missouri
$256K – – –
34 35
36
37 38