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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$562K +$227K +4,260 +86%
TMAM
427
Tokio Marine Asset Management
Japan
$561K +$43.9K +824 +10%
LA
428
LBP AM
France
$554K -$33.7K -633 -7%
C
429
Certuity
Florida
$552K +$532 +10 +0.1%
FTDI
430
First Trust Direct Indexing
Massachusetts
$551K +$33.3K +625 +7%
FWP
431
FAS Wealth Partners
Kansas
$551K +$6.92K +130 +1%
GHA
432
Granite Harbor Advisors
Texas
$548K
RWMG
433
Redwood Wealth Management Group
New Jersey
$548K -$13.3K -250 -3%
MHS
434
M Holdings Securities
Oregon
$541K +$43.5K +817 +10%
TFS
435
Thoroughbred Financial Services
Tennessee
$539K +$47.1K +885 +11%
PCM
436
Penserra Capital Management
California
$536K +$349K +6,549 +286%
RA
437
RFG Advisory
Alabama
$533K +$103K +1,929 +28%
SF
438
Synovus Financial
Georgia
$533K -$3.67K -69 -0.8%
CAG
439
Csenge Advisory Group
Florida
$530K -$40.9K -769 -8%
Acadian Asset Management
440
Acadian Asset Management
Massachusetts
$509K +$191K +3,581 +74%
S
441
SignatureFD
Georgia
$509K +$18.8K +353 +4%
GLA
442
Great Lakes Advisors
Illinois
$502K -$237K -4,457 -35%
CIBC World Market
443
CIBC World Market
Ontario, Canada
$489K +$35.3K +663 +9%
ECM
444
EMC Capital Management
Texas
$477K +$373K +7,000 +700%
William Blair & Company
445
William Blair & Company
Illinois
$476K +$2.18K +41 +0.5%
SFA
446
Sequoia Financial Advisors
Ohio
$473K -$424K -7,972 -51%
EF
447
Empowered Funds
Pennsylvania
$469K +$410K +7,700 New
BL
448
Balentine LLC
Georgia
$460K +$11.3K +212 +3%
LCM
449
Lattice Capital Management
Washington
$457K
SPM
450
Symmetry Peak Management
Pennsylvania
$457K +$399K +7,500 New