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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1076
TCFG Wealth Management
California
– -$462K -6,420 Closed
OQS
1077
Occudo Quantitative Strategies
Florida
– -$458K -6,367 Closed
EWA
1078
Exencial Wealth Advisors
Oklahoma
– -$455K -6,317 Closed
CWMK
1079
Caliber Wealth Management (Kansas)
Kansas
– -$454K -6,306 Closed
KWA
1080
Kingswood Wealth Advisors
California
– -$430K -5,975 Closed
BP
1081
Ballentine Partners
Massachusetts
– -$429K -5,953 Closed
ATS
1082
Ashton Thomas Securities
New York
– -$412K -5,725 Closed
YMRC
1083
Yorktown Management & Research Company
Virginia
– -$410K -5,700 Closed
SFS
1084
Stiles Financial Services
Minnesota
– -$395K -5,490 Closed
HH
1085
Hilltop Holdings
Texas
– -$392K -5,448 Closed
MAS
1086
Meeder Advisory Services
Ohio
– -$389K -5,408 Closed
VT
1087
Vise Technologies
New York
– -$387K -5,369 Closed
FIA
1088
FNY Investment Advisers
New York
– -$385K -5,352 Closed
MFWM
1089
Motley Fool Wealth Management
Virginia
– -$378K -5,253 Closed
NL
1090
NWAM LLC
Washington
– -$452K -5,193 Closed
ZF
1091
Zhang Financial
Michigan
– -$371K -5,150 Closed
CFG
1092
Carr Financial Group
Massachusetts
– -$360K -4,995 Closed
FAIM
1093
Financial Advocates Investment Management
Washington
– -$353K -4,903 Closed
ACA
1094
Aptus Capital Advisors
Alabama
– -$348K -4,828 Closed
1CP
1095
17 Capital Partners
Arizona
– -$347K -4,819 Closed
CSP
1096
Cary Street Partners
Virginia
– -$346K -4,805 Closed
BCM
1097
Bourgeon Capital Management
Connecticut
– -$345K -4,791 Closed
MF
1098
Magnetar Financial
Illinois
– -$343K -4,760 Closed
IC
1099
Iconiq Capital
California
– -$333K -4,627 Closed
BWFA
1100
Baltimore-Washington Financial Advisors
Maryland
– -$323K -4,480 Closed
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44
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