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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Ascendant Capital Management
California
$1.41M +$387K +5,000 +33%
KeyBank National Association
302
KeyBank National Association
Ohio
$1.38M +$81.1K +1,049 +6%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$1.36M +$138K +1,779 +10%
SNT
304
Security National Trust
West Virginia
$1.31M – – –
AWM
305
Atticus Wealth Management
Florida
$1.31M +$169K +2,180 +13%
WorldQuant Millennium Advisors
306
WorldQuant Millennium Advisors
New York
$1.31M +$1.44M +18,618 New
PFS
307
Prospera Financial Services
Texas
$1.29M +$598K +7,732 +73%
HSA
308
HBK Sorce Advisory
Pennsylvania
$1.28M -$78.3K -1,013 -5%
CRWM
309
Castle Rock Wealth Management
California
$1.28M -$68.3K -884 -6%
William Blair & Company
310
William Blair & Company
Illinois
$1.23M +$338K +4,375 +34%
EFG
311
Everhart Financial Group
Ohio
$1.22M -$390K -5,041 -23%
Vontobel Holding
312
Vontobel Holding
Switzerland
$1.18M -$545K -7,045 -30%
SEC
313
Seven Eight Capital
New York
$1.17M +$1.29M +16,684 New
LNC
314
Lincoln National Corp
Pennsylvania
$1.15M -$413K -5,346 -25%
Bank Julius Baer & Co
315
Bank Julius Baer & Co
Switzerland
$1.14M -$2.03M -26,203 -62%
FCM
316
Fortis Capital Management
Washington
$1.14M +$1.25M +16,160 New
Lido Advisors
317
Lido Advisors
California
$1.13M +$329K +4,258 +36%
Twin Tree Management
318
Twin Tree Management
Texas
$1.12M -$14M -180,896 -92%
DCM
319
Davidson Capital Management
Texas
$1.11M -$646K -8,359 -35%
DAS
320
Dynamic Advisor Solutions
Arizona
$1.1M -$91.9K -1,189 -7%
SW
321
SteelPeak Wealth
California
$1.09M +$20.3K +263 +2%
Korea Investment Corp
322
Korea Investment Corp
South Korea
$1.08M -$9.61M -124,300 -89%
GWSG
323
GPS Wealth Strategies Group
Colorado
$1.07M +$79.4K +1,027 +7%
SFS
324
Sowell Financial Services
Arkansas
$1.06M +$1.17M +15,086 New
IFG
325
Independent Financial Group
California
$1.05M +$24.1K +312 +2%