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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$20K
First Manhattan
302
First Manhattan
New York
$19K
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$19K +$11.5K +700 +280%
LWM
304
Liberty Wealth Management
California
$18K
CFGS
305
Concourse Financial Group Securities
Alabama
$17K -$8.85K -540 -38%
ATC
306
Adirondack Trust Company
New York
$16K
HI
307
Hudock Inc
Pennsylvania
$15K
NFG
308
Next Financial Group
Texas
$15K +$1.48K +90 +14%
AF
309
Allworth Financial
California
$15K +$12.1K +740 New
NFH
310
NEXT Financial Holdings
Texas
$15K +$12.3K +750 New
PFPT
311
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$12.3K +750 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$14.1K +$1.48K +90 +15%
FHB
313
First Hawaiian Bank
Hawaii
$12K
FHA
314
Flagship Harbor Advisors
Massachusetts
$12K +$4.1K +250 +69%
BDWM
315
Brewin Dolphin Wealth Management
Ireland
$10.9K +$9.01K +550 New
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$10K
GSWM
317
Golden State Wealth Management
California
$10K +$8.19K +500 New
OIA
318
OneDigital Investment Advisors
Kansas
$10K +$8.19K +500 New
AF
319
Advisornet Financial
Minnesota
$9K
LFG
320
Larson Financial Group
Missouri
$8K
WPA
321
West Paces Advisors
Georgia
$7.52K
Nordea Investment Management
322
Nordea Investment Management
Sweden
$7K -$5.52M -336,790 -100%
MNBTD
323
Moody National Bank Trust Division
Texas
$7K -$2.46K -150 -30%
S
324
SignatureFD
Georgia
$7K +$5.74K +350 New
BWA
325
BDO Wealth Advisors
Florida
$6K +$2.46K +150 +100%