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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
401
Vanguard Personalized Indexing Management
California
$590K -$81K -1,268 -14%
FHC
402
First Heartland Consultants
Missouri
$588K +$215K +3,370 +80%
MW
403
Marcum Wealth
Ohio
$587K +$8.18K +128 +2%
AAS
404
Avantax Advisory Services
Texas
$574K +$124K +1,935 +35%
RIG
405
Roosevelt Investment Group
New York
$569K -$1.92K -30 -0.4%
ESCM
406
Echo Street Capital Management
New York
$569K +$470K +7,353 New
NL
407
NKCFO LLC
Illinois
$565K +$83.1K +1,300 +22%
FPCP
408
Fort Point Capital Partners
California
$559K +$21.7K +340 +5%
FTDI
409
First Trust Direct Indexing
Massachusetts
$559K +$462K +7,230 New
RG
410
Rathbones Group
United Kingdom
$555K -$22.4K -350 -5%
MC
411
Mathes Company
New York
$553K
VI
412
Vestcor Inc
New Brunswick, Canada
$553K +$457K +7,150 New
CAMG
413
CWA Asset Management Group
Florida
$548K +$137K +2,150 +43%
AF
414
Advisornet Financial
Minnesota
$548K +$141K +2,205 +45%
FFS
415
Founders Financial Securities
Maryland
$537K +$443K +6,940 New
TC
416
Truvestments Capital
Florida
$534K -$24K -375 -5%
HWA
417
HHM Wealth Advisors
Tennessee
$534K +$56.9K +890 +15%
GA
418
Greytown Advisors
Florida
$530K +$53.5K +838 +14%
WMA
419
Wealth Management Associates
New Jersey
$527K +$6.39K +100 +1%
HI
420
HBK Investments
Texas
$526K +$222K +3,470 +104%
WAM
421
World Asset Management
Michigan
$524K -$24K -375 -5%
SPIA
422
Steward Partners Investment Advisory
New York
$517K -$324K -5,073 -43%
Axa
423
Axa
France
$517K +$33.5K +524 +9%
DAM
424
Derbend Asset Management
Georgia
$510K +$421K +6,590 New
QP
425
Quilter Plc
United Kingdom
$504K +$30.4K +476 +8%