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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$22K +$18.8K +1,150 New
VFA
302
Valeo Financial Advisors
Indiana
$20K – – –
First Manhattan
303
First Manhattan
New York
$19K – – –
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$19K +$11.5K +700 +280%
LWM
305
Liberty Wealth Management
California
$18K – – –
CFGS
306
Concourse Financial Group Securities
Alabama
$17K -$8.85K -540 -38%
ATC
307
Adirondack Trust Company
New York
$16K – – –
HI
308
Hudock Inc
Pennsylvania
$15K – – –
NFG
309
Next Financial Group
Texas
$15K +$1.48K +90 +14%
AF
310
Allworth Financial
California
$15K +$12.1K +740 New
NFH
311
NEXT Financial Holdings
Texas
$15K +$12.3K +750 New
PFPT
312
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$12.3K +750 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$14.1K +$1.48K +90 +15%
FHB
314
First Hawaiian Bank
Hawaii
$12K – – –
FHA
315
Flagship Harbor Advisors
Massachusetts
$12K +$4.1K +250 +69%
BDWM
316
Brewin Dolphin Wealth Management
Ireland
$10.9K +$9.01K +550 New
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
GSWM
318
Golden State Wealth Management
California
$10K +$8.19K +500 New
OIA
319
OneDigital Investment Advisors
Kansas
$10K +$8.19K +500 New
AF
320
Advisornet Financial
Minnesota
$9K – – –
LFG
321
Larson Financial Group
Missouri
$8K – – –
WPA
322
West Paces Advisors
Georgia
$7.52K – – –
Nordea Investment Management
323
Nordea Investment Management
Sweden
$7K -$5.52M -336,790 -100%
MNBTD
324
Moody National Bank Trust Division
Texas
$7K -$2.46K -150 -30%
S
325
SignatureFD
Georgia
$7K +$5.74K +350 New