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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
SEC
401
Seven Eight Capital
New York
$1.4M +$1.22M +16,061 New
TWC
402
TD Waterhouse Canada
Ontario, Canada
$1.4M -$82.4K -1,088 -7%
AWM
403
Avitas Wealth Management
California
$1.38M -$3.26K -43 -0.3%
IAIM
404
International Assets Investment Management
Florida
$1.38M +$49.7K +656 +4%
IWC
405
Integrated Wealth Concepts
Massachusetts
$1.38M -$8.41K -111 -0.7%
AFP
406
Ausdal Financial Partners
Iowa
$1.36M -$116K -1,530 -9%
William Blair & Company
407
William Blair & Company
Illinois
$1.36M +$447K +5,893 +61%
VFA
408
Values First Advisors
Tennessee
$1.35M +$309K +4,078 +36%
TFM
409
TFC Financial Management
Massachusetts
$1.35M -$152 -2 -0%
CFMC
410
Curbstone Financial Management Corp
New Hampshire
$1.33M -$30.3K -400 -3%
SCM
411
Semanteon Capital Management
Massachusetts
$1.32M +$1.15M +15,152 New
MIF
412
Mediolanum International Funds
Ireland
$1.32M +$1.14M +15,104 New
ACP
413
Aviance Capital Partners
Florida
$1.31M
NIM
414
NEOS Investment Management
Connecticut
$1.31M +$19.2K +253 +2%
SAG
415
SageView Advisory Group
California
$1.31M -$2.67M -35,236 -82%
SS
416
Sunbelt Securities
Texas
$1.3M -$146K -1,929 -11%
CNWM
417
Clay Northam Wealth Management
California
$1.3M +$174K +2,300 +18%
CMI
418
Clare Market Investments
Texas
$1.29M -$23.3K -307 -2%
Pathstone Holdings
419
Pathstone Holdings
New Jersey
$1.28M -$208K -2,745 -16%
Bank of Nova Scotia
420
Bank of Nova Scotia
Ontario, Canada
$1.27M +$88.7K +1,170 +9%
FTDI
421
First Trust Direct Indexing
Massachusetts
$1.26M +$116K +1,527 +12%
OIA
422
Optimum Investment Advisors
Illinois
$1.25M +$7.58K +100 +0.7%
FT
423
Fiduciary Trust
Massachusetts
$1.25M +$34.1K +450 +3%
IAS
424
Insigneo Advisory Services
Florida
$1.24M -$35.5K -469 -3%
CRWM
425
Castle Rock Wealth Management
California
$1.24M +$138K +1,816 +14%