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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Congress Wealth Management
Massachusetts
$683K +$37.4K +518 +6%
SFS
402
Stiles Financial Services
Minnesota
$664K +$1.81K +25 +0.3%
GCM
403
Graham Capital Management
Connecticut
$662K +$691K +9,572 New
AF
404
Advisornet Financial
Minnesota
$659K -$215K -2,977 -24%
PAM
405
Panagora Asset Management
Massachusetts
$659K -$94.5K -1,308 -12%
CF
406
Centaurus Financial
California
$637K +$45.1K +624 +7%
GAM
407
Grandview Asset Management
Pennsylvania
$635K -$43.3K -600 -6%
RMC
408
Resources Management Corp
Connecticut
$620K +$21.8K +302 +3%
IC
409
IEQ Capital
California
$612K -$36.1K -500 -5%
DAM
410
Derbend Asset Management
Georgia
$609K
SBIA
411
Sheaff Brock Investment Advisors
Indiana
$607K +$21.7K +300 +4%
FTDI
412
First Trust Direct Indexing
Massachusetts
$606K -$8.09K -112 -1%
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$601K -$2.37M -32,823 -80%
RFN
414
Redwood Financial Network
Ohio
$585K +$610K +8,449 New
DPI
415
Diversified Portfolios Inc
Michigan
$579K -$104K -1,440 -15%
FWP
416
FAS Wealth Partners
Kansas
$578K +$39.7K +550 +7%
CIA
417
Capital Impact Advisors
Massachusetts
$578K +$603K +8,350 New
AIG
418
American International Group
New York
$571K +$217 +3 +0%
C
419
Certuity
Florida
$569K -$7.22K -100 -1%
AIM
420
Anchor Investment Management
South Carolina
$567K
SF
421
Synovus Financial
Georgia
$561K +$144K +1,996 +33%
NSAM
422
North Star Asset Management
Wisconsin
$557K -$12.3K -170 -2%
CG
423
Caprock Group
Idaho
$548K +$176K +2,432 +44%
Korea Investment Corp
424
Korea Investment Corp
South Korea
$547K -$498K -6,900 -47%
SA
425
SWM Advisors
Florida
$547K