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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Parallel Advisors
California
$163K +$54.8K +1,200 +62%
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$157K
AL
478
AJO LP
Pennsylvania
$148K +$131K +2,860 New
FHC
479
First Horizon Corporation
Tennessee
$128K +$113K +2,470 New
S
480
SignatureFD
Georgia
$117K +$13.2K +290 +15%
ASN
481
Advisory Services Network
Georgia
$117K +$103K +2,250 New
PAM
482
Panagora Asset Management
Massachusetts
$113K +$49.3K +1,080 +98%
LOIM
483
Liberty One Investment Management
Illinois
$102K +$32.9K +720 +58%
TRCT
484
Tower Research Capital (TRC)
New York
$95K -$2.36M -51,740 -97%
NFG
485
Next Financial Group
Texas
$94K +$83.1K +1,820 New
VFA
486
Valeo Financial Advisors
Indiana
$89K -$70.3K -1,540 -47%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$88K +$32K +700 +71%
MF
488
Manchester Financial
California
$86K -$8.68K -190 -10%
HL
489
Harding Loevner
New Jersey
$85K -$276M -6,040,240 -100%
T
490
TOBAM
France
$84K +$74K +1,620 New
CAPTRUST Financial Advisors
491
CAPTRUST Financial Advisors
North Carolina
$78K +$6.85K +150 +12%
PMFA
492
Plante Moran Financial Advisors
Michigan
$78K +$45.7K +1,000 +200%
Acadian Asset Management
493
Acadian Asset Management
Massachusetts
$69K +$60.7K +1,330 New
C
494
Cerebellum
California
$68K +$60.3K +1,320 New
LF
495
Lee Financial
Texas
$65K
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
$65K +$57.1K +1,250 New
IFAM
497
Institutional & Family Asset Management
Colorado
$58K -$57.5K -1,260 -53%
HIIFS
498
Harel Insurance Investments & Financial Services
Israel
$56K -$449K -9,840 -90%
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$54K +$4.57K +100 +11%
CCM
500
Chiron Capital Management
Florida
$54K +$47.5K +1,040 New