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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
326
Optimum Investment Advisors
Illinois
$1.05M -$38.7K -500 -3%
AI
327
Atria Investments
North Carolina
$1.05M +$138K +1,782 +14%
MC
328
Moors & Cabot
Massachusetts
$1.04M +$315K +4,080 +38%
RWA
329
Redhawk Wealth Advisors
Minnesota
$1.04M +$20.4K +264 +2%
LSA
330
Leonteq Securities AG
Switzerland
$1.03M -$321K -4,157 -22%
SS
331
Sunbelt Securities
Texas
$1.03M – – –
SAM
332
Shell Asset Management
Netherlands
$1.03M -$314K -4,065 -22%
BA
333
Bridgewater Advisors
New York
$1.02M +$69.6K +900 +7%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$1M +$139K +1,795 +14%
IFWM
335
Institute for Wealth Management
Colorado
$990K +$15.2K +196 +1%
BA
336
Birinyi Associates
Connecticut
$985K +$232K +3,000 +27%
CB
337
Commerce Bank
Missouri
$981K +$162K +2,091 +18%
AWM
338
Avitas Wealth Management
California
$965K -$4.33K -56 -0.4%
VIA
339
Vident Investment Advisory
Georgia
$963K +$109K +1,412 +11%
GCP
340
GSA Capital Partners
United Kingdom
$962K +$106K +1,371 +11%
CF
341
CNA Financial
Illinois
$953K -$447K -5,785 -30%
SWP
342
Stratos Wealth Partners
Ohio
$936K -$36.4K -471 -3%
M&T Bank
343
M&T Bank
New York
$925K +$17.7K +229 +2%
CW
344
CreativeOne Wealth
Kansas
$914K +$76.8K +994 +8%
CFMC
345
Curbstone Financial Management Corp
New Hampshire
$900K – – –
DF
346
Donoghue Forlines
Massachusetts
$898K -$59.1K -765 -6%
MFW
347
Meristem Family Wealth
Minnesota
$885K +$264K +3,410 +37%
PAM
348
Panagora Asset Management
Massachusetts
$880K – – –
MMPW
349
Mitchell McLeod Pugh & Williams
Alabama
$879K – – –
SG
350
Stonnington Group
California
$870K -$30.2K -390 -3%