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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
401
Swedbank
Sweden
$679K +$11.8K +221 +2%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$671K +$75.4K +1,417 +15%
MGP
403
Metis Global Partners
California
$669K +$584K +10,981 New
Manulife (Manufacturers Life Insurance)
404
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$661K +$10K +188 +2%
ARG
405
Advisory Resource Group
Oklahoma
$659K -$58.5K -1,100 -9%
AFO
406
Arrowroot Family Office
California
$656K +$573K +10,774 New
IFWM
407
Institute for Wealth Management
Colorado
$646K -$39K -732 -6%
AIMCA
408
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$646K +$564K +10,600 New
VI
409
Vestcor Inc
New Brunswick, Canada
$638K -$2.77K -52 -0.5%
RFN
410
Redwood Financial Network
Ohio
$626K +$8.89K +167 +2%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$623K +$151K +2,835 +38%
HTC
412
Haverford Trust Company
Pennsylvania
$623K -$19.2K -360 -3%
SIAP
413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$620K -$1.33K -25 -0.2%
SWS
414
SYSTM Wealth Solutions
Illinois
$617K +$270K +5,069 +100%
HPC
415
HM Payson & Co
Maine
$613K
ACM
416
Ascendant Capital Management
California
$609K
SW
417
SteelPeak Wealth
California
$600K +$77.6K +1,458 +17%
AA
418
Altrafin AG
$594K +$33K +620 +7%
AAS
419
Avantax Advisory Services
Texas
$591K -$31.7K -595 -6%
SPIA
420
Steward Partners Investment Advisory
New York
$587K +$479 +9 +0.1%
SFS
421
Stiles Financial Services
Minnesota
$582K -$106 -2 -0%
OCPWS
422
One Charles Private Wealth Services
Massachusetts
$579K
SBIA
423
Sheaff Brock Investment Advisors
Indiana
$577K +$5.32K +100 +1%
CG
424
Caprock Group
Idaho
$572K +$77.8K +1,462 +18%
BMSSC
425
B. Metzler seel. Sohn & Co
Germany
$569K +$61.4K +1,153 +14%