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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
251
Albion Financial Group
Utah
$463K +$20.3K +900 +5%
FVWA
252
Foster Victor Wealth Advisors
South Carolina
$456K
BCV
253
Banque Cantonale Vaudoise
Switzerland
$451K +$391K +17,380 New
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$439K -$3.03M -134,650 -89%
AA
255
ALPS Advisors
Colorado
$426K -$16.2K -720 -4%
Lido Advisors
256
Lido Advisors
California
$416K -$207K -9,220 -37%
IAA
257
Independent Advisor Alliance
North Carolina
$409K +$354K +15,730 New
CAN
258
Cetera Advisor Networks
California
$408K +$45K +2,000 +15%
SG Americas Securities
259
SG Americas Securities
New York
$400K -$1.36M -60,380 -80%
GC
260
Guggenheim Capital
Illinois
$400K -$129K -5,750 -27%
DAS
261
Dynamic Advisor Solutions
Arizona
$381K +$330K +14,650 New
PA
262
Paragon Advisors
Texas
$378K +$306K +13,610 New
AR
263
Advisory Research
Illinois
$368K +$319K +14,160 New
IFWM
264
Institute for Wealth Management
Colorado
$366K -$67.7K -3,010 -18%
WT
265
Whittier Trust
California
$358K -$6.3K -280 -2%
FHB
266
First Hawaiian Bank
Hawaii
$353K +$306K +13,580 New
PP
267
Paloma Partners
Connecticut
$348K -$810K -35,980 -73%
GCA
268
Gideon Capital Advisors
New York
$342K -$1.73M -76,930 -85%
M&T Bank
269
M&T Bank
New York
$342K +$296K +13,160 New
GWM
270
Geneos Wealth Management
Colorado
$336K +$72.2K +3,210 +35%
SC
271
Scotia Capital
Ontario, Canada
$335K +$289K +12,860 New
HSBC Holdings
272
HSBC Holdings
United Kingdom
$319K -$3.09M -137,490 -92%
LFAS
273
Level Four Advisory Services
Texas
$317K -$89.8K -3,990 -25%
CPA
274
Clear Perspective Advisors
Illinois
$317K +$275K +12,200 New
GCP
275
GSA Capital Partners
United Kingdom
$307K -$566K -25,140 -68%