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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
401
Foster Victor Wealth Advisors
South Carolina
$617K – – –
VWA
402
Visionary Wealth Advisors
Illinois
$602K +$131K +2,050 +36%
HIM
403
Hillsdale Investment Management
Ontario, Canada
$596K +$492K +7,700 New
Vanguard Personalized Indexing Management
404
Vanguard Personalized Indexing Management
California
$590K -$81K -1,268 -14%
FHC
405
First Heartland Consultants
Missouri
$588K +$215K +3,370 +80%
MW
406
Marcum Wealth
Ohio
$587K +$8.18K +128 +2%
AAS
407
Avantax Advisory Services
Texas
$574K +$124K +1,935 +35%
RIG
408
Roosevelt Investment Group
New York
$569K -$1.92K -30 -0.4%
ESCM
409
Echo Street Capital Management
New York
$569K +$470K +7,353 New
NL
410
NKCFO LLC
Illinois
$565K +$83.1K +1,300 +22%
FPCP
411
Fort Point Capital Partners
California
$559K +$21.7K +340 +5%
FTDI
412
First Trust Direct Indexing
Massachusetts
$559K +$462K +7,230 New
RG
413
Rathbones Group
United Kingdom
$555K -$22.4K -350 -5%
MC
414
Mathes Company
New York
$553K – – –
VI
415
Vestcor Inc
New Brunswick, Canada
$553K +$457K +7,150 New
CAMG
416
CWA Asset Management Group
Florida
$548K +$137K +2,150 +43%
AF
417
Advisornet Financial
Minnesota
$548K +$141K +2,205 +45%
FFS
418
Founders Financial Securities
Maryland
$537K +$443K +6,940 New
TC
419
Truvestments Capital
Florida
$534K -$24K -375 -5%
HWA
420
HHM Wealth Advisors
Tennessee
$534K +$56.9K +890 +15%
GA
421
Greytown Advisors
Florida
$530K +$53.5K +838 +14%
WMA
422
Wealth Management Associates
New Jersey
$527K +$6.39K +100 +1%
HI
423
HBK Investments
Texas
$526K +$222K +3,470 +104%
WAM
424
World Asset Management
Michigan
$524K -$24K -375 -5%
SPIA
425
Steward Partners Investment Advisory
New York
$517K -$324K -5,073 -43%