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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1026
Arthur M. Cohen & Associates
Illinois
– -$264K -5,388 Closed
HIP
1027
HUB Investment Partners
Texas
– -$264K -5,383 Closed
LFA
1028
Legacy Financial Advisors
Kentucky
– -$259K -5,281 Closed
SPI
1029
Strategic Planning Inc
Ohio
– -$257K -5,240 Closed
VFA
1030
Values First Advisors
Tennessee
– -$252K -5,142 Closed
AWA
1031
Arete Wealth Advisors
Illinois
– -$251K -5,123 Closed
OWA
1032
Outlook Wealth Advisors
Texas
– -$247K -5,042 Closed
IFA
1033
Index Fund Advisors
California
– -$246K -5,022 Closed
UWP
1034
Uniting Wealth Partners
Kansas
– -$245K -5,000 Closed
MIM
1035
Moseley Investment Management
Florida
– -$244K -4,982 Closed
VCM
1036
Virtue Capital Management
Tennessee
– -$244K -4,982 Closed
HIMC
1037
Heritage Investors Management Corp
Maryland
– -$244K -4,977 Closed
TWP
1038
Triad Wealth Partners
Kansas
– -$239K -4,884 Closed
BW
1039
Blalock Williams
Alabama
– -$234K -4,772 Closed
YC
1040
Yarbrough Capital
Tennessee
– -$233K -4,759 Closed
GAM
1041
Grandview Asset Management
Pennsylvania
– -$231K -4,722 Closed
CWG
1042
Cornerstone Wealth Group
North Carolina
– -$231K -4,714 Closed
AWM
1043
Aries Wealth Management
Maine
– -$230K -4,700 Closed
LIM
1044
Loudon Investment Management
New Hampshire
– -$230K -4,700 Closed
SI
1045
Sava Infond
Slovenia
– -$230K -4,700 Closed
FWP
1046
FAS Wealth Partners
Kansas
– -$226K -4,621 Closed
RWMG
1047
Redwood Wealth Management Group
New Jersey
– -$225K -4,600 Closed
BRWM
1048
Blue Rock Wealth Management
North Carolina
– -$223K -4,540 Closed
HPIA
1049
Hamilton Point Investment Advisors
North Carolina
– -$220K -4,481 Closed
GT
1050
Greenleaf Trust
Michigan
– -$218K -4,448 Closed
40 41
42
43 44