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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SteelPeak Wealth
California
$410K -$276K -5,038 -34%
AAS
402
Avantax Advisory Services
Texas
$409K +$109K +1,990 +26%
SFS
403
Stiles Financial Services
Minnesota
$402K – – –
PAM
404
Panagora Asset Management
Massachusetts
$398K – – –
SBIA
405
Sheaff Brock Investment Advisors
Indiana
$382K +$19.7K +360 +4%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$380K +$496K +9,060 New
CF
407
Centaurus Financial
California
$378K -$9.42K -172 -2%
IC
408
IEQ Capital
California
$375K +$5.97K +109 +1%
FWP
409
FAS Wealth Partners
Kansas
$373K +$30.1K +550 +7%
PHK
410
Point72 Hong Kong
Hong Kong
$372K -$2.17M -39,649 -82%
GAM
411
Grandview Asset Management
Pennsylvania
$372K -$16.4K -300 -3%
AA
412
Altrafin AG
$369K -$132K -2,404 -21%
ARG
413
Advisory Resource Group
Oklahoma
$365K +$145K +2,646 +44%
Wealthfront Advisers
414
Wealthfront Advisers
California
$364K +$208K +3,806 +78%
SF
415
Synovus Financial
Georgia
$362K +$30.6K +559 +7%
FTDI
416
First Trust Direct Indexing
Massachusetts
$359K -$10.1K -184 -2%
MHS
417
M Holdings Securities
Oregon
$354K -$147K -2,689 -24%
RFN
418
Redwood Financial Network
Ohio
$354K – – –
SWP
419
Stratos Wealth Partners
Ohio
$350K -$178K -3,255 -28%
Verition Fund Management
420
Verition Fund Management
Connecticut
$347K +$295K +5,391 +186%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$345K +$83.8K +1,530 +23%
C
422
Certuity
Florida
$344K – – –
AIM
423
Anchor Investment Management
South Carolina
$343K – – –
WP
424
Woodline Partners
California
$343K +$449K +8,194 New
RMC
425
Resources Management Corp
Connecticut
$337K -$49.8K -910 -10%