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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$620K -$36.5K -800 -6%
FWM
327
Focused Wealth Management
New York
$598K -$53.4K -1,170 -9%
XWM
328
Xcel Wealth Management
Florida
$596K
GC
329
Guggenheim Capital
Illinois
$585K +$89K +1,950 +21%
FPCP
330
Fort Point Capital Partners
California
$577K
S
331
Seeyond
France
$566K +$6.85K +150 +1%
AIG
332
American International Group
New York
$561K -$11.9K -260 -2%
TFA
333
Toth Financial Advisory
Virginia
$558K
VHAM
334
Van Hulzen Asset Management
California
$550K -$54.8K -1,200 -10%
HPC
335
HM Payson & Co
Maine
$550K +$1.83K +40 +0.4%
FWP
336
FAS Wealth Partners
Kansas
$547K -$4.57K -100 -0.9%
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$545K -$292K -6,390 -38%
SWP
338
Stratos Wealth Partners
Ohio
$532K -$71.2K -1,560 -13%
BNP Paribas Asset Management
339
BNP Paribas Asset Management
France
$527K -$4.11K -90 -0.9%
SS
340
Simplicity Solutions
Minnesota
$521K -$563K -12,330 -55%
RIG
341
Roosevelt Investment Group
New York
$519K
LC
342
Lavaca Capital
Texas
$518K +$456K +9,980 New
AWM
343
Avitas Wealth Management
California
$498K +$90.4K +1,980 +26%
PAS
344
Partnervest Advisory Services
California
$493K +$5.02K +110 +1%
Manulife (Manufacturers Life Insurance)
345
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$489K -$2.57M -56,270 -86%
OAM
346
Oppenheimer Asset Management
New York
$486K -$194K -4,250 -31%
OFS
347
OneAscent Financial Services
Alabama
$484K -$32.4K -710 -7%
CW
348
CreativeOne Wealth
Kansas
$483K +$114K +2,490 +37%
ACI
349
Alpha Cubed Investments
California
$475K -$110K -2,410 -21%
KP
350
Keel Point
Alabama
$466K +$410K +8,980 New