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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
LC
376
Lavaca Capital
Texas
$733K -$134K -2,100 -18%
BAM
377
Belpointe Asset Management
Nevada
$731K +$308K +4,820 +104%
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$730K +$19.2K +300 +3%
SB
379
Strategic Blueprint
Georgia
$727K +$142K +2,215 +31%
VFA
380
Values First Advisors
Tennessee
$715K -$145K -2,275 -20%
MFW
381
Meristem Family Wealth
Minnesota
$710K +$11.5K +180 +2%
CAM
382
Cresset Asset Management
Illinois
$707K +$165K +2,582 +39%
AIG
383
American International Group
New York
$701K -$13.6K -213 -2%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$697K -$1.07M -16,680 -65%
PAM
385
Paradigm Asset Management
New York
$696K – – –
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$691K -$5.14M -80,379 -90%
SBIA
387
Sheaff Brock Investment Advisors
Indiana
$684K +$12.1K +190 +2%
Brown Advisory
388
Brown Advisory
Maryland
$676K -$21.7K -340 -4%
KLC
389
Knowledge Leaders Capital
Colorado
$673K +$556K +8,700 New
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$671K -$367K -5,741 -40%
PP
391
Professional Planning
California
$669K -$96.5K -1,510 -15%
IMRF
392
Illinois Municipal Retirement Fund
Illinois
$667K – – –
FMW
393
Farr Miller & Washington
District of Columbia
$658K – – –
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$654K +$54.2K +848 +11%
FWP
395
FAS Wealth Partners
Kansas
$646K -$6.39K -100 -1%
NSAM
396
North Star Asset Management
Wisconsin
$636K -$639 -10 -0.1%
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$625K -$281K -4,390 -35%
FFA
398
First Foundation Advisors
California
$625K +$51.1K +800 +11%
Lazard Asset Management
399
Lazard Asset Management
New York
$619K +$92.9K +1,454 +22%
CAS
400
Cascadia Advisory Services
Oregon
$618K +$511K +7,994 New