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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
451
International Assets Investment Management
Florida
$1.65M -$36.3K -293 -2%
NCGI
452
Next Century Growth Investors
Minnesota
$1.65M +$1.74M +14,033 New
CFMC
453
Curbstone Financial Management Corp
New Hampshire
$1.65M -$130K -1,050 -7%
AFG
454
Albion Financial Group
Utah
$1.65M +$17.1K +138 +1%
OIA
455
Optimum Investment Advisors
Illinois
$1.62M -$7.42K -60 -0.4%
SPIA
456
Steward Partners Investment Advisory
New York
$1.62M +$595K +4,812 +54%
TMAM
457
Tokio Marine Asset Management
Japan
$1.62M +$112K +904 +7%
Kovitz Investment Group Partners
458
Kovitz Investment Group Partners
Illinois
$1.62M +$266K +2,149 +19%
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$1.62M – – –
CA
460
Clearstead Advisors
Ohio
$1.58M -$26.2K -212 -2%
BAM
461
Belpointe Asset Management
Nevada
$1.58M +$243K +1,960 +15%
TI
462
Tidal Investments
Wisconsin
$1.56M +$161K +1,303 +11%
SPC
463
Sigma Planning Corp
Michigan
$1.56M -$330K -2,667 -17%
SFA
464
Sequoia Financial Advisors
Ohio
$1.55M +$178K +1,442 +12%
AC
465
Allstate Corporation
Illinois
$1.55M +$1.63M +13,180 New
SWM
466
Shelton Wealth Management
Texas
$1.54M -$131K -1,061 -7%
ACM
467
Avalon Capital Management
California
$1.54M -$21.5K -174 -1%
Vontobel Holding
468
Vontobel Holding
Switzerland
$1.53M +$244K +1,974 +18%
PAI
469
Pittenger & Anderson Inc
Nebraska
$1.52M +$626K +5,060 +64%
William Blair & Company
470
William Blair & Company
Illinois
$1.52M +$550K +4,448 +52%
RFC
471
Regions Financial Corp
Alabama
$1.51M +$1.3M +10,485 +447%
CG
472
Caprock Group
Idaho
$1.5M -$10.1K -82 -0.6%
AIM
473
Achmea Investment Management
Netherlands
$1.49M – – –
OTL
474
Oak Thistle LLC
New York
$1.49M +$1.57M +12,671 New
AGWCA
475
Annis Gardner Whiting Capital Advisors
Florida
$1.46M – – –