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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IB
426
Intrust Bank
Kansas
$263K -$40.2K -880 -15%
FFS
427
Founders Financial Securities
Maryland
$261K -$279K -6,110 -55%
BWP
428
Baldwin Wealth Partners
Massachusetts
$259K – – –
BFO
429
Boston Family Office
Massachusetts
$259K – – –
CCP
430
Cardan Capital Partners
Colorado
$259K – – –
CWM
431
Concentrum Wealth Management
California
$259K – – –
MWM
432
Madison Wealth Management
Ohio
$259K +$228K +5,000 New
GA
433
Greytown Advisors
Florida
$254K +$223K +4,890 New
GT
434
Glenmede Trust
Pennsylvania
$251K -$12.8K -280 -5%
VFA
435
Voya Financial Advisors
Connecticut
$249K +$228K +4,990 New
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$246K – – –
HTC
437
Haverford Trust Company
Pennsylvania
$244K +$215K +4,700 New
SFS
438
Sowell Financial Services
Arkansas
$243K +$41.6K +910 +24%
9WM
439
9258 Wealth Management
Ohio
$241K +$194K +4,250 New
IMRF
440
Illinois Municipal Retirement Fund
Illinois
$241K +$212K +4,640 New
MWM
441
Mattern Wealth Management
Kansas
$239K +$211K +4,610 New
LCM
442
Laurion Capital Management
New York
$238K -$3.1M -67,830 -94%
DILIC
443
Dai-ichi Life Insurance Company
Japan
$237K -$16.4K -360 -7%
SW
444
StrongBox Wealth
Missouri
$237K +$209K +4,570 New
LI
445
LVZ Inc
Michigan
$233K +$206K +4,500 New
PFS
446
Prospera Financial Services
Texas
$231K -$722K -15,810 -78%
LWM
447
Laidlaw Wealth Management
New York
$231K -$45.7K -1,000 -18%
ACM
448
AKRE Capital Management
Virginia
$231K +$203K +4,450 New
FHC
449
First Heartland Consultants
Missouri
$227K +$200K +4,370 New
WAM
450
Wealthspire Advisors (Maryland)
Maryland
$227K +$200K +4,380 New