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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
351
Global Wealth Management Investment Advisory
Florida
$27K – – –
FHA
352
First Horizon Advisors
Tennessee
$25K – – –
TC
353
Truvestments Capital
Florida
$25K +$34.2K +1,320 New
JCM
354
Jacobi Capital Management
Pennsylvania
$24K +$6.21K +240 +24%
HIIFS
355
Harel Insurance Investments & Financial Services
Israel
$22K +$29.8K +1,150 New
QI
356
QS Investors
New York
$20K -$2.91M -112,580 -99%
MAM
357
Meeder Asset Management
Ohio
$20K -$8.02K -310 -23%
WCG
358
Weaver Consulting Group
California
$20K +$27.2K +1,050 New
S
359
SignatureFD
Georgia
$19K -$19.9K -770 -44%
First Manhattan
360
First Manhattan
New York
$19K – – –
GI
361
Gradient Investments
Minnesota
$19K – – –
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$19K – – –
OFG
363
OmniStar Financial Group
North Carolina
$19K +$25.9K +1,000 New
LWM
364
Liberty Wealth Management
California
$18K – – –
CAC
365
Certified Advisory Corp
Florida
$18K +$24.1K +930 New
BDWM
366
Brewin Dolphin Wealth Management
Ireland
$17.8K +$9.31K +360 +64%
IFAM
367
Institutional & Family Asset Management
Colorado
$17K +$23.3K +900 New
ATC
368
Adirondack Trust Company
New York
$15K – – –
PMFA
369
Plante Moran Financial Advisors
Michigan
$15K +$15.8K +610 +407%
MWM
370
MBE Wealth Management
Wisconsin
$15K +$20.7K +800 New
PFPT
371
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K – – –
AIS
372
Accurate Investment Solutions
Pennsylvania
$14K +$11.6K +450 +180%
MCM
373
Manchester Capital Management
Vermont
$14K +$18.4K +710 New
AIC
374
Ameritas Investment Company
Nebraska
$13K +$11.6K +450 +225%
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$17.3K +670 New