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Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
1101
Baltimore-Washington Financial Advisors
Maryland
– -$323K -4,480 Closed
AWM
1102
Atticus Wealth Management
Florida
– -$321K -4,463 Closed
CAS
1103
CTC Alternative Strategies
Illinois
– -$310K -4,300 Closed
BPC
1104
Banque Pictet & Cie
Switzerland
– -$309K -4,293 Closed
DC
1105
Davenport & Co
Virginia
– -$304K -4,224 Closed
PGWM
1106
Parisi Gray Wealth Management
New Jersey
– -$303K -4,211 Closed
GCP
1107
Gill Capital Partners
Colorado
– -$303K -4,210 Closed
HWAM
1108
Hennion & Walsh Asset Management
New Jersey
– -$302K -4,201 Closed
PTC
1109
Petrus Trust Company
Texas
– -$294K -4,077 Closed
FCM
1110
Fairbanks Capital Management
California
– -$288K -4,000 Closed
MIM
1111
Montgomery Investment Management
Maryland
– -$288K -4,000 Closed
TPA
1112
Trivium Point Advisory
Connecticut
– -$281K -3,903 Closed
CW
1113
CreativeOne Wealth
Kansas
– -$278K -3,862 Closed
MWM
1114
Mattern Wealth Management
Kansas
– -$275K -3,820 Closed
VCA
1115
Verdence Capital Advisors
Maryland
– -$273K -3,789 Closed
FCH
1116
Freestone Capital Holdings
Washington
– -$270K -3,748 Closed
BA
1117
Bristlecone Advisors
Washington
– -$265K -3,683 Closed
ET
1118
Equitable Trust
Tennessee
– -$265K -3,679 Closed
IB
1119
Intrust Bank
Kansas
– -$261K -3,626 Closed
EWM
1120
Evercore Wealth Management
New York
– -$259K -3,593 Closed
LCWP
1121
Legacy Capital Wealth Partners
Arkansas
– -$258K -3,580 Closed
FFA
1122
Founders Financial Alliance
North Carolina
– -$257K -3,570 Closed
FLPIM
1123
F.L. Putnam Investment Management
Massachusetts
– -$255K -3,548 Closed
WWM
1124
Western Wealth Management
Colorado
– -$253K -3,517 Closed
KAS
1125
KPP Advisory Services
Kentucky
– -$252K -3,506 Closed
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