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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
976
Farther Finance Advisors
California
$209K -$69.3K -560 -24%
GGA
977
Granite Group Advisors
Connecticut
$208K -$46.8K -378 -18%
OC
978
Oarsman Capital
Wisconsin
$208K +$106K +853 +93%
FMI
979
F/M Investments
District of Columbia
$207K +$218K +1,761 New
WA
980
WP Advisors
California
$206K +$217K +1,755 New
WCFA
981
Walkner Condon Financial Advisors
Wisconsin
$206K +$217K +1,750 New
IA
982
IFC Advisors
California
$204K +$215K +1,739 New
MIC
983
Means Investment Company
Maine
$204K -$12.4K -100 -5%
LAM
984
L2 Asset Management
Massachusetts
$204K +$215K +1,735 New
EWA
985
EverSource Wealth Advisors
Alabama
$204K +$95.4K +771 +80%
NWWA
986
New Wave Wealth Advisors
Arkansas
$202K +$213K +1,721 New
TIM
987
Thompson Investment Management
Wisconsin
$201K – – –
WAG
988
Winthrop Advisory Group
Massachusetts
$200K +$211K +1,703 New
RMC
989
Resources Management Corp
Connecticut
$194K -$1.86K -15 -0.9%
TFA
990
Toth Financial Advisory
Virginia
$182K – – –
QL
991
Quarry LP
New York
$179K +$188K +1,520 New
RDFA
992
Ritter Daniher Financial Advisory
Ohio
$177K -$14.8K -120 -7%
AWM
993
Avondale Wealth Management
Texas
$176K – – –
ADL
994
Asset Dedication LLC
California
$171K -$13.7K -111 -7%
WTC
995
WhitTier Trust Company
Nevada
$167K -$31.1K -251 -15%
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$157K -$17.7K -143 -10%
RMP
997
Richards, Merrill & Peterson
Washington
$147K +$155K +1,250 New
KFI
998
Key Financial Inc
Pennsylvania
$142K – – –
BBHC
999
Brown Brothers Harriman & Co
New York
$131K +$80.2K +648 +138%
ACM
1000
Anfield Capital Management
California
$130K – – –
38 39
40
41 42