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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CW
351
CreativeOne Wealth
Kansas
$483K +$114K +2,490 +37%
ACI
352
Alpha Cubed Investments
California
$475K -$110K -2,410 -21%
KP
353
Keel Point
Alabama
$466K +$410K +8,980 New
C
354
Certuity
Florida
$465K +$45.7K +1,000 +13%
GIA
355
Gladstone Institutional Advisory
Florida
$465K +$410K +8,970 New
GAM
356
Gotham Asset Management
New York
$462K -$171K -3,750 -30%
Franklin Resources
357
Franklin Resources
California
$459K +$404K +8,840 New
FB
358
Fulton Bank
Pennsylvania
$458K +$44.8K +980 +13%
GWM
359
Geneos Wealth Management
Colorado
$454K -$34.3K -750 -7%
RG
360
Rathbones Group
United Kingdom
$445K -$17.4K -380 -4%
FMW
361
Farr Miller & Washington
District of Columbia
$441K – – –
SBIA
362
Sheaff Brock Investment Advisors
Indiana
$437K -$114K -2,490 -23%
NSAM
363
North Star Asset Management
Wisconsin
$436K -$4.57K -100 -1%
SCA
364
Spearhead Capital Advisors
Florida
$434K +$18.3K +400 +5%
Vanguard Personalized Indexing Management
365
Vanguard Personalized Indexing Management
California
$431K +$2.28K +50 +0.6%
BAM
366
Belpointe Asset Management
Nevada
$427K +$194K +4,240 +106%
FVWA
367
Foster Victor Wealth Advisors
South Carolina
$426K -$4.57K -100 -1%
QP
368
Quilter Plc
United Kingdom
$424K -$18.3K -400 -5%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$424K +$122K +2,670 +48%
Brown Advisory
370
Brown Advisory
Maryland
$423K +$16.4K +360 +5%
QC
371
QCM Cayman
Texas
$415K – – –
FAIM
372
Financial Advocates Investment Management
Washington
$413K +$131K +2,870 +56%
DAM
373
Doheny Asset Management
California
$411K -$178K -3,900 -33%
AAM
374
Advisors Asset Management
Colorado
$396K -$104K -2,280 -23%
IFG
375
Independent Financial Group
California
$392K -$42.5K -930 -11%