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Teradyne

Name Holding Trade Value Shares
Change
Change in
Stake
DA
501
DCM Advisors
New York
$300K +$255K +2,500 New
FAM
502
Formidable Asset Management
Ohio
$299K -$23K -225 -8%
LIM
503
Lagoda Investment Management
New York
$299K +$162K +1,590 +177%
ICP
504
Interchange Capital Partners
Pennsylvania
$299K +$255K +2,496 New
SFS
505
Sowell Financial Services
Arkansas
$297K -$581K -5,692 -70%
RWA
506
Redhawk Wealth Advisors
Minnesota
$297K +$253K +2,481 New
HCMT
507
Highland Capital Management (Tennessee)
Tennessee
$294K +$250K +2,450 New
V
508
Veritable
Delaware
$291K +$248K +2,431 New
AO
509
Advisor OS
Illinois
$290K +$247K +2,419 New
MPPW
510
Mitchell & Pahl Private Wealth
Oklahoma
$281K +$239K +2,341 New
CAN
511
Claraphi Advisory Network
United States
$281K +$240K +2,348 New
WAS
512
Wealth Advisory Solutions
Indiana
$279K +$238K +2,328 New
NIMI
513
Natixis Investment Managers International
France
$279K +$238K +2,329 New
RWM
514
Ritholtz Wealth Management
New York
$277K -$29.6K -290 -11%
AG
515
AlphaSimPlex Group
Massachusetts
$274K -$193K -1,886 -45%
CCB
516
Cutter & Co Brokerage
Missouri
$273K +$233K +2,279 New
EI
517
Ellevest Inc
New York
$266K +$50.3K +492 +28%
LIA
518
LBMC Investment Advisors
Tennessee
$266K +$226K +2,217 New
AWM
519
Altium Wealth Management
New York
$263K +$224K +2,195 New
CCP
520
Corient Capital Partners
California
$262K +$223K +2,185 New
HFM
521
Harvest Fund Management
China
$260K
KAS
522
Kestra Advisory Services
Texas
$256K +$218K +2,132 New
MAM
523
Mastrapasqua Asset Management
Tennessee
$240K +$204K +2,000 New
Baird Financial Group
524
Baird Financial Group
Wisconsin
$236K +$201K +1,969 New
GSWM
525
Golden State Wealth Management
California
$233K +$5.21K +51 +3%