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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$689K -$268K -3,707 -27%
CWM
402
Congress Wealth Management
Massachusetts
$683K +$37.4K +518 +6%
SFS
403
Stiles Financial Services
Minnesota
$664K +$1.81K +25 +0.3%
GCM
404
Graham Capital Management
Connecticut
$662K +$691K +9,572 New
AF
405
Advisornet Financial
Minnesota
$659K -$215K -2,977 -24%
PAM
406
Panagora Asset Management
Massachusetts
$659K -$94.5K -1,308 -12%
CF
407
Centaurus Financial
California
$637K +$45.1K +624 +7%
GAM
408
Grandview Asset Management
Pennsylvania
$635K -$43.3K -600 -6%
RMC
409
Resources Management Corp
Connecticut
$620K +$21.8K +302 +3%
IC
410
IEQ Capital
California
$612K -$36.1K -500 -5%
DAM
411
Derbend Asset Management
Georgia
$609K – – –
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$607K +$21.7K +300 +4%
FTDI
413
First Trust Direct Indexing
Massachusetts
$606K -$8.09K -112 -1%
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$601K -$2.37M -32,823 -80%
RFN
415
Redwood Financial Network
Ohio
$585K +$610K +8,449 New
DPI
416
Diversified Portfolios Inc
Michigan
$579K -$104K -1,440 -15%
FWP
417
FAS Wealth Partners
Kansas
$578K +$39.7K +550 +7%
CIA
418
Capital Impact Advisors
Massachusetts
$578K +$603K +8,350 New
AIG
419
American International Group
New York
$571K +$217 +3 +0%
C
420
Certuity
Florida
$569K -$7.22K -100 -1%
AIM
421
Anchor Investment Management
South Carolina
$567K – – –
SF
422
Synovus Financial
Georgia
$561K +$144K +1,996 +33%
NSAM
423
North Star Asset Management
Wisconsin
$557K -$12.3K -170 -2%
CG
424
Caprock Group
Idaho
$548K +$176K +2,432 +44%
Korea Investment Corp
425
Korea Investment Corp
South Korea
$547K -$498K -6,900 -47%