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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$756K – – –
PCIA
502
Prime Capital Investment Advisors
Kansas
$754K +$313K +3,464 +34%
FB
503
Fulton Bank
Pennsylvania
$753K -$472K -5,216 -27%
CNWM
504
Clay Northam Wealth Management
California
$753K -$114K -1,260 -8%
VI
505
Versor Investments
New York
$745K +$1.23M +13,616 New
SWM
506
Shelton Wealth Management
Texas
$743K +$42.6K +471 +4%
KHCM
507
Kirtland Hills Capital Management
Ohio
$743K +$298K +3,298 +29%
EWA
508
EP Wealth Advisors
California
$743K -$170K -1,878 -12%
IFG
509
Independent Financial Group
California
$740K -$1.1M -12,212 -47%
HCM
510
Howard Capital Management
Georgia
$739K -$188K -2,074 -13%
AFG
511
Albion Financial Group
Utah
$733K -$56.8K -628 -4%
PWM
512
Perigon Wealth Management
California
$712K +$671K +7,422 +133%
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$710K +$1.17M +12,983 New
Bessemer Group
514
Bessemer Group
New Jersey
$708K +$435K +4,811 +59%
IMCOOI
515
Investment Management Corp of Ontario (IMCO)
Canada
$693K -$633K -7,001 -36%
IA
516
IFP Advisors
Florida
$692K +$235K +2,595 +26%
SFA
517
Sequoia Financial Advisors
Ohio
$685K -$62.2K -688 -5%
NB
518
Norinchukin Bank
Japan
$676K +$705K +7,797 +171%
NERM
519
New England Research & Management
Illinois
$676K +$1.12M +12,350 New
HWM
520
HB Wealth Management
Georgia
$676K +$300K +3,312 +37%
AFP
521
Ausdal Financial Partners
Iowa
$676K +$66K +729 +6%
PWM
522
Prosperity Wealth Management
California
$669K +$737K +8,145 +199%
SFI
523
Siemens Fonds Invest
Germany
$667K +$456K +5,039 +71%
WEG
524
World Equity Group
Illinois
$665K +$531K +5,873 +93%
SP
525
Stablepoint Partners
Massachusetts
$665K +$24.9K +275 +2%