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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$741K +$599 +6 +0.1%
GVAG
552
Great Valley Advisor Group
Delaware
$740K -$21K -210 -3%
BB
553
Bell Bank
North Dakota
$729K -$58.4K -585 -8%
EA
554
Emerald Advisers
Pennsylvania
$728K -$15.8K -158 -2%
MF
555
Manchester Financial
California
$723K +$499 +5 +0.1%
PA
556
Parallel Advisors
California
$720K +$58.2K +583 +10%
NSAM
557
North Star Asset Management
Wisconsin
$717K – – –
JWS
558
Juncture Wealth Strategies
Arizona
$712K +$13.5K +135 +2%
AWM
559
Ariadne Wealth Management
California
$708K +$533K +5,343 New
SM
560
STF Management
Texas
$703K -$67.5K -677 -10%
CPL
561
CAP Partners LLC
Tennessee
$702K +$8.58K +86 +1%
CPBTD
562
Central Pacific Bank - Trust Division
Hawaii
$695K -$471K -4,717 -43%
VHAM
563
Van Hulzen Asset Management
California
$692K – – –
PA
564
Procyon Advisors
Connecticut
$688K -$57.8K -579 -8%
HWA
565
HHM Wealth Advisors
Tennessee
$678K +$7.98K +80 +1%
O
566
Ossiam
France
$677K +$44.4K +445 +8%
9WM
567
9258 Wealth Management
Ohio
$677K +$200 +2 +0%
GRP
568
Global Retirement Partners
California
$674K -$92.3K -925 -13%
CPIG
569
Chicago Partners Investment Group
Illinois
$673K -$35.8K -359 -6%
MYAM
570
Meiji Yasuda Asset Management
Japan
$673K – – –
AAIS
571
ABN AMRO Investment Solutions
$672K -$41.6K -417 -6%
OCPWS
572
One Charles Private Wealth Services
Massachusetts
$672K – – –
TCA
573
Transcend Capital Advisors
New Jersey
$665K +$606K +6,069 New
SFS
574
Stiles Financial Services
Minnesota
$662K -$220K -2,200 -27%
BL
575
Balentine LLC
Georgia
$658K – – –