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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1001
RMR Wealth Builders
New Jersey
– -$415K -8,469 Closed
SPC
1002
Sigma Planning Corp
Michigan
– -$403K -8,214 Closed
NW
1003
NewEdge Wealth
Pennsylvania
– -$380K -7,963 Closed
CAM
1004
Congress Asset Management
Massachusetts
– -$376K -7,663 Closed
CP
1005
Canopy Partners
Ohio
– -$375K -7,648 Closed
ECA
1006
Elevate Capital Advisors
Colorado
– -$366K -7,475 Closed
ALAM
1007
Asahi Life Asset Management
Japan
– -$358K -7,310 Closed
GWMR
1008
GC Wealth Management RIA
Massachusetts
– -$356K -7,274 Closed
PCM
1009
Polymer Capital Management
New York
– -$347K -7,081 Closed
JGC
1010
J. Goldman & Co
New York
– -$310K -7,000 Closed
CPL
1011
CAP Partners LLC
Tennessee
– -$340K -6,946 Closed
HSA
1012
HBK Sorce Advisory
Pennsylvania
– -$350K -6,858 Closed
IPAM
1013
ICICI Prudential Asset Management
India
– -$335K -6,844 Closed
WCM
1014
Washington Capital Management
Washington
– -$333K -6,800 Closed
ACM
1015
Advisors Capital Management
New Jersey
– -$332K -6,778 Closed
SPA
1016
Sherbrooke Park Advisers
New York
– -$332K -6,770 Closed
MT
1017
Midwest Trust
Kansas
– -$327K -6,663 Closed
BIM
1018
Bridges Investment Management
Nebraska
– -$325K -6,627 Closed
DAS
1019
Diversify Advisory Services
Utah
– -$285K -5,801 Closed
SIA
1020
Soltis Investment Advisors
Utah
– -$277K -5,661 Closed
MWM
1021
Mindset Wealth Management
Indiana
– -$277K -5,650 Closed
MA
1022
MJP Associates
Connecticut
– -$277K -5,650 Closed
OIA
1023
OneDigital Investment Advisors
Kansas
– -$269K -5,484 Closed
ICP
1024
Interchange Capital Partners
Pennsylvania
– -$268K -5,468 Closed
PI
1025
PFG Investments
New York
– -$266K -5,421 Closed
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