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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
501
Institutional & Family Asset Management
Colorado
$58K -$57.5K -1,260 -53%
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$56K -$449K -9,840 -90%
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$54K +$4.57K +100 +11%
CCM
504
Chiron Capital Management
Florida
$54K +$47.5K +1,040 New
NFSG
505
Newbridge Financial Services Group
Florida
$54K +$48K +1,050 New
PCM
506
Penserra Capital Management
California
$52K -$1.32M -28,920 -97%
TI
507
tru Independence
Oregon
$52K -$45.7K -1,000 -50%
FHA
508
First Horizon Advisors
Tennessee
$52K -$7.31K -160 -14%
LWM
509
Liberty Wealth Management
California
$52K +$3.65K +80 +9%
GI
510
Gradient Investments
Minnesota
$52K +$45.7K +1,000 New
First Manhattan
511
First Manhattan
New York
$51K – – –
AAP
512
Arax Advisory Partners
Colorado
$50K – – –
CIA
513
CSat Investment Advisory
Michigan
$50K +$3.2K +70 +8%
HNB
514
Huntington National Bank
Ohio
$49K -$34.7K -760 -45%
SIS
515
Sound Income Strategies
Florida
$47K +$1.83K +40 +5%
RE
516
RBC Europe
United Kingdom
$42K +$10.5K +230 +40%
ATC
517
Adirondack Trust Company
New York
$42K – – –
LFG
518
Larson Financial Group
Missouri
$42K – – –
RIA
519
RPG Investment Advisory
California
$42K – – –
SIAS
520
Shine Investment Advisory Services
Colorado
$42K – – –
PFPT
521
Pinnacle Financial Partners (Tennessee)
Tennessee
$39K – – –
BDWM
522
Brewin Dolphin Wealth Management
Ireland
$37.4K -$32K -700 -49%
MCM
523
Manchester Capital Management
Vermont
$37K – – –
GEA
524
Glen Eagle Advisors
New Jersey
$35.8K – – –
TFM
525
TFC Financial Management
Massachusetts
$34K +$30.1K +660 New