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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$1.07M +$112K +1,750 +14%
SWP
327
Stratos Wealth Partners
Ohio
$1.07M +$515K +8,061 +141%
AWM
328
Avitas Wealth Management
California
$1.07M +$230K +3,592 +35%
BA
329
Bridgewater Advisors
New York
$1.05M +$869K +13,600 New
DF
330
Donoghue Forlines
Massachusetts
$1.05M -$1.13M -17,670 -57%
SS
331
Sunbelt Securities
Texas
$1.03M +$112K +1,757 +14%
AI
332
Atria Investments
North Carolina
$1.01M -$164K -2,573 -16%
William Blair & Company
333
William Blair & Company
Illinois
$1.01M +$41.9K +655 +5%
M&T Bank
334
M&T Bank
New York
$998K +$26.8K +419 +3%
CFMC
335
Curbstone Financial Management Corp
New Hampshire
$990K +$6.39K +100 +0.8%
CAM
336
Congress Asset Management
Massachusetts
$986K +$42.8K +670 +6%
ETC
337
Exchange Traded Concepts
Oklahoma
$981K +$293K +4,590 +57%
PP
338
Prudential plc
United Kingdom
$979K +$809K +12,660 New
PAM
339
Panagora Asset Management
Massachusetts
$969K +$111K +1,740 +16%
CIA
340
Capital Impact Advisors
Massachusetts
$969K +$800K +12,523 New
MMPW
341
Mitchell McLeod Pugh & Williams
Alabama
$967K +$31.9K +500 +4%
SG
342
Stonnington Group
California
$962K +$808K +12,640 New
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$961K +$19K +298 +2%
GCP
344
GSA Capital Partners
United Kingdom
$952K -$580K -9,080 -42%
RIM
345
Redpoint Investment Management
Australia
$951K +$95.8K +1,500 +14%
VIA
346
Vident Investment Advisory
Georgia
$950K -$31.3K -490 -4%
IRF
347
IBM Retirement Fund
New York
$937K -$129K -2,013 -14%
CW
348
CreativeOne Wealth
Kansas
$929K -$238K -3,717 -24%
CB
349
Commerce Bank
Missouri
$918K +$43.5K +680 +6%
AWA
350
Alta Wealth Advisors
Massachusetts
$915K -$10.1K -158 -1%