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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1051
Blue Rock Wealth Management
North Carolina
– -$223K -4,540 Closed
HPIA
1052
Hamilton Point Investment Advisors
North Carolina
– -$220K -4,481 Closed
GT
1053
Greenleaf Trust
Michigan
– -$218K -4,448 Closed
OCM
1054
One Capital Management
California
– -$218K -4,444 Closed
ACI
1055
Alpha Cubed Investments
California
– -$216K -4,400 Closed
PA
1056
Procyon Advisors
Connecticut
– -$215K -4,381 Closed
CI
1057
Cigna Investments
Connecticut
– -$214K -4,364 Closed
BB
1058
Bell Bank
North Dakota
– -$212K -4,333 Closed
OWMIAS
1059
One Wealth Management Investment & Advisory Services
Florida
– -$211K -4,302 Closed
TFS
1060
Thoroughbred Financial Services
Tennessee
– -$210K -4,289 Closed
BJL
1061
Brighton Jones LLC
Washington
– -$208K -4,250 Closed
SWP
1062
Sagespring Wealth Partners
Tennessee
– -$208K -4,238 Closed
OL
1063
one8zero8 LLC
North Carolina
– -$206K -4,200 Closed
PCG
1064
Prosperity Consulting Group
Maryland
– -$206K -4,200 Closed
CWM
1065
Cornerstone Wealth Management
Missouri
– -$206K -4,194 Closed
FFN
1066
Focus Financial Network
Minnesota
– -$205K -4,176 Closed
FTWA
1067
Fifth Third Wealth Advisors
Ohio
– -$204K -4,160 Closed
BFC
1068
Bedel Financial Consulting
Indiana
– -$204K -4,159 Closed
AFO
1069
Arrowroot Family Office
California
– -$204K -4,154 Closed
WPC
1070
Wedmont Private Capital
Pennsylvania
– -$219K -4,100 Closed
FWM
1071
Focused Wealth Management
New York
– -$200K -4,083 Closed
SOS
1072
Silver Oak Securities
Tennessee
– -$192K -3,913 Closed
GIM
1073
Generali Investments Management
Slovenia
– -$151K -3,071 Closed
T
1074
TOBAM
France
– -$150K -3,061 Closed
ITFISA
1075
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$139K -2,840 Closed