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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
501
Baldwin Wealth Partners
Massachusetts
$352K +$6.5K +90 +2%
SS
502
Simplicity Solutions
Minnesota
$351K -$319K -4,412 -47%
IAIM
503
International Assets Investment Management
Florida
$350K -$109K -1,508 -23%
P
504
Pitcairn
Pennsylvania
$348K +$5.2K +72 +1%
PCA
505
Personal Capital Advisors
California
$346K -$75.7K -1,048 -17%
MA
506
MYDA Advisors
New York
$346K
MWM
507
Madison Wealth Management
Ohio
$346K +$72.2K +1,000 +25%
BCA
508
Bay Colony Advisors
Massachusetts
$344K -$50.3K -696 -12%
CAM
509
Cresset Asset Management
Illinois
$343K -$1.59M -22,033 -82%
OPS
510
Orion Portfolio Solutions
Nebraska
$343K +$51.8K +717 +17%
CAI
511
Capital Advisors Inc
Oklahoma
$341K
Wealthfront Advisers
512
Wealthfront Advisers
California
$338K -$1.17M -16,184 -77%
WWM
513
Western Wealth Management
Colorado
$338K +$136K +1,879 +62%
OWM
514
OneAscent Wealth Management
Alabama
$337K +$351K +4,864 New
CT
515
Coastline Trust
Rhode Island
$333K
MCM
516
Manchester Capital Management
Vermont
$331K +$21.1K +292 +7%
GCP
517
GSA Capital Partners
United Kingdom
$330K -$294K -4,068 -46%
ETCM
518
Evolutionary Tree Capital Management
Virginia
$329K
KCIA
519
Kingsbury Capital Investment Advisors
Illinois
$325K +$339K +4,700 New
DWA
520
Douglass Winthrop Advisors
New York
$323K +$46.9K +650 +16%
GG
521
Gofen & Glossberg
Illinois
$322K -$2.24K -31 -0.7%
MYAM
522
Meiji Yasuda Asset Management
Japan
$320K -$39.7K -550 -11%
CI
523
Cigna Investments
Connecticut
$318K +$101K +1,395 +44%
AC
524
ASB Consultores
Florida
$318K +$332K +4,594 New
CRWM
525
Castle Rock Wealth Management
California
$316K -$262K -3,628 -43%