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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
401
Values First Advisors
Tennessee
$972K +$82.8K +945 +10%
BA
402
Bridgewater Advisors
New York
$965K -$348K -3,975 -27%
GWM
403
Geneos Wealth Management
Colorado
$942K +$8.76K +100 +1%
ATPW
404
Ashton Thomas Private Wealth
Arizona
$938K +$896K +10,234 New
Vontobel Holding
405
Vontobel Holding
Switzerland
$937K -$600K -6,855 -41%
HPC
406
HM Payson & Co
Maine
$926K +$10.5K +120 +1%
SB
407
Strategic Blueprint
Georgia
$918K -$8.06K -92 -0.9%
BBA
408
Baader Bank Aktiengesellschaft
Germany
$916K +$876K +10,000 New
AFG
409
Alterity Financial Group
Maine
$909K +$869K +9,920 New
MAM
410
Meeder Asset Management
Ohio
$908K -$16.6K -190 -2%
OAM
411
Oppenheimer Asset Management
New York
$900K -$54.3K -620 -6%
DPI
412
Diversified Portfolios Inc
Michigan
$898K – – –
GAM
413
Grandview Asset Management
Pennsylvania
$895K +$8.76K +100 +1%
SFS
414
Stiles Financial Services
Minnesota
$876K +$837K +9,560 New
SS
415
Simplicity Solutions
Minnesota
$868K +$485K +5,539 +140%
DF
416
Donoghue Forlines
Massachusetts
$867K -$290K -3,315 -26%
FCBT
417
First Citizens Bank & Trust
North Carolina
$864K +$78.7K +899 +11%
KP
418
Keel Point
Alabama
$861K +$876 +10 +0.1%
CWM
419
Congress Wealth Management
Massachusetts
$856K +$819K +9,346 New
IC
420
IEQ Capital
California
$855K +$239K +2,727 +41%
ETC
421
Exchange Traded Concepts
Oklahoma
$827K -$224K -2,559 -22%
LC
422
Lavaca Capital
Texas
$823K -$13.1K -150 -2%
PA
423
Procyon Advisors
Connecticut
$814K +$233K +2,662 +43%
FTDI
424
First Trust Direct Indexing
Massachusetts
$812K -$12.6K -144 -2%
1CP
425
17 Capital Partners
Arizona
$810K +$774K +8,840 New