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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
FMW
426
Farr Miller & Washington
District of Columbia
$681K – – –
Lido Advisors
427
Lido Advisors
California
$681K +$186K +2,460 +41%
SWP
428
Stratos Wealth Partners
Ohio
$677K -$136K -1,800 -18%
SCA
429
Spearhead Capital Advisors
Florida
$676K +$6.04K +80 +1%
NSAM
430
North Star Asset Management
Wisconsin
$661K -$11.3K -150 -2%
Brown Advisory
431
Brown Advisory
Maryland
$649K -$3.78K -50 -0.6%
BMSSC
432
B. Metzler seel. Sohn & Co
Germany
$645K +$596K +7,890 New
QC
433
QCM Cayman
Texas
$641K – – –
FVWA
434
Foster Victor Wealth Advisors
South Carolina
$638K -$18.9K -250 -3%
DAM
435
Doheny Asset Management
California
$634K – – –
BAM
436
Belpointe Asset Management
Nevada
$617K +$261K +3,460 +42%
BC
437
Bridgefront Capital
Texas
$616K +$581K +7,690 New
WAM
438
World Asset Management
Michigan
$613K +$15.9K +210 +3%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$610K +$256K +3,390 +80%
GWM
440
Geneos Wealth Management
Colorado
$599K -$49.8K -660 -7%
GIA
441
Gladstone Institutional Advisory
Florida
$597K -$115K -1,520 -17%
FFA
442
First Foundation Advisors
California
$578K +$544K +7,210 New
WMA
443
Wealth Management Associates
New Jersey
$578K -$15.1K -200 -3%
MC
444
Mathes Company
New York
$573K – – –
SS
445
Simplicity Solutions
Minnesota
$571K -$221K -2,920 -29%
OIA
446
OneDigital Investment Advisors
Kansas
$570K +$543K +7,190 New
TRCT
447
Tower Research Capital (TRC)
New York
$569K +$399K +5,280 +289%
ACM
448
AlphaCrest Capital Management
New York
$561K -$529K -7,000 -50%
HMS
449
Hanseatic Management Services
New Mexico
$561K +$21.9K +290 +4%
MW
450
Marcum Wealth
Ohio
$561K +$529K +7,000 New