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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
351
HBK Sorce Advisory
Pennsylvania
$596K -$41.8K -764 -5%
CFMC
352
Curbstone Financial Management Corp
New Hampshire
$595K +$21.9K +400 +3%
IFWM
353
Institute for Wealth Management
Colorado
$587K +$30.1K +550 +4%
WEG
354
World Equity Group
Illinois
$576K +$30K +548 +4%
LSPW
355
Lake Street Private Wealth
Illinois
$575K +$751K +13,715 New
VIA
356
Vident Investment Advisory
Georgia
$570K +$122K +2,234 +20%
KeyBank National Association
357
KeyBank National Association
Ohio
$569K +$55.8K +1,019 +8%
SS
358
Sunbelt Securities
Texas
$568K +$22K +402 +3%
IMRF
359
Illinois Municipal Retirement Fund
Illinois
$568K +$360K +6,575 +94%
IFG
360
Independent Financial Group
California
$565K -$77.4K -1,413 -9%
AI
361
AXS Investments
New York
$557K +$728K +13,285 New
ATPW
362
Ashton Thomas Private Wealth
Arizona
$548K -$9.69K -177 -1%
CF
363
CNA Financial
Illinois
$547K – – –
PA
364
Procyon Advisors
Connecticut
$534K +$34K +621 +5%
MMPW
365
Mitchell McLeod Pugh & Williams
Alabama
$524K – – –
CNWM
366
Clay Northam Wealth Management
California
$524K +$8.21K +150 +1%
SB
367
Strategic Blueprint
Georgia
$521K +$37.2K +680 +6%
FB
368
Fulton Bank
Pennsylvania
$519K -$32.2K -588 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
369
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$519K +$283K +5,172 +72%
SFA
370
Sequoia Financial Advisors
Ohio
$518K -$334K -6,090 -33%
RIM
371
Redpoint Investment Management
Australia
$515K – – –
EFG
372
Everhart Financial Group
Ohio
$514K -$23.9K -436 -3%
CA
373
Cetera Advisors
Colorado
$513K +$35.7K +652 +6%
WG
374
Winton Group
United Kingdom
$511K +$73.7K +1,345 +12%
BA
375
Birinyi Associates
Connecticut
$503K +$46.6K +850 +8%