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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bristlecone Advisors
Washington
$1.02M +$18.5K +325 +2%
BA
327
Bridgewater Advisors
New York
$1.01M +$148K +2,605 +18%
CG
328
Cutler Group
California
$1M -$1.45M -25,394 -60%
CFGS
329
Concourse Financial Group Securities
Alabama
$969K +$44.8K +787 +5%
EI
330
Ellevest Inc
New York
$934K -$157K -2,757 -15%
IFWM
331
Institute for Wealth Management
Colorado
$928K +$86.8K +1,526 +11%
CB
332
Commerce Bank
Missouri
$920K +$13.5K +238 +2%
IFG
333
Independent Financial Group
California
$910K +$98.7K +1,735 +13%
HSA
334
HBK Sorce Advisory
Pennsylvania
$908K +$54.9K +964 +7%
FT
335
Fiduciary Trust
Massachusetts
$906K +$15.4K +270 +2%
CMI
336
Clare Market Investments
Texas
$906K -$472K -8,291 -35%
VIA
337
Vident Investment Advisory
Georgia
$898K +$111K +1,958 +14%
Vontobel Holding
338
Vontobel Holding
Switzerland
$897K -$247K -4,332 -22%
OIA
339
Optimum Investment Advisors
Illinois
$896K
GWSG
340
GPS Wealth Strategies Group
Colorado
$887K -$5.46K -96 -0.6%
AFG
341
Albion Financial Group
Utah
$883K -$206K -3,627 -20%
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$879K +$172K +3,017 +26%
E
343
Ergoteles
New York
$865K +$823K +14,469 New
GLA
344
Great Lakes Advisors
Illinois
$862K -$118K -2,072 -13%
CFMC
345
Curbstone Financial Management Corp
New Hampshire
$842K -$5.69K -100 -0.7%
Lido Advisors
346
Lido Advisors
California
$841K +$218K +3,839 +37%
OAM
347
Oppenheimer Asset Management
New York
$835K +$111K +1,952 +16%
LNC
348
Lincoln National Corp
Pennsylvania
$834K -$234K -4,104 -23%
Verition Fund Management
349
Verition Fund Management
Connecticut
$834K +$323K +5,679 +69%
WEG
350
World Equity Group
Illinois
$831K +$8.76K +154 +1%