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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
426
Pathstone Family Office
New Jersey
$953K +$649K +8,027 +251%
BFG
427
Bleakley Financial Group
New Jersey
$948K -$207K -2,563 -17%
SS
428
Simplicity Solutions
Minnesota
$943K -$204K -2,522 -17%
FTDI
429
First Trust Direct Indexing
Massachusetts
$942K -$728 -9 -0.1%
BMSSC
430
B. Metzler seel. Sohn & Co
Germany
$934K +$211K +2,608 +28%
PWM
431
Perigon Wealth Management
California
$933K +$122K +1,515 +15%
QCM
432
Qsemble Capital Management
New York
$930K +$703K +8,700 +272%
Bank Julius Baer & Co
433
Bank Julius Baer & Co
Switzerland
$927K -$199K -2,466 -17%
CF
434
Cantor Fitzgerald
New York
$915K -$171K -2,110 -15%
CNWM
435
Clay Northam Wealth Management
California
$915K -$15.4K -190 -2%
SWS
436
SYSTM Wealth Solutions
Illinois
$915K +$195K +2,408 +26%
DRS
437
Deane Retirement Strategies
Louisiana
$903K +$935K +11,565 New
MYIA
438
Mount Yale Investment Advisors
Colorado
$900K -$178K -2,204 -16%
IMC Chicago
439
IMC Chicago
Illinois
$879K +$910K +11,250 New
SA
440
Strategic Advocates
Utah
$876K +$907K +11,215 New
VFA
441
Values First Advisors
Tennessee
$866K -$262K -3,240 -23%
William Blair & Company
442
William Blair & Company
Illinois
$862K +$194K +2,399 +28%
AT
443
American Trust
Kentucky
$843K -$187K -2,309 -18%
BB
444
Bell Bank
North Dakota
$835K +$864K +10,690 New
WEG
445
World Equity Group
Illinois
$831K -$181K -2,242 -17%
AIMCA
446
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$828K
KWM
447
Kingsview Wealth Management
Oregon
$827K -$83.3K -1,030 -9%
TMAM
448
Tokio Marine Asset Management
Japan
$813K +$74.8K +925 +10%
KeyBank National Association
449
KeyBank National Association
Ohio
$809K +$2.02K +25 +0.2%
RFN
450
Redwood Financial Network
Ohio
$799K