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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Soltis Investment Advisors
Utah
$241K +$227K +3,010 New
CBA
602
Coastal Bridge Advisors
Connecticut
$240K +$227K +3,000 New
EP
603
EPIQ Partners
Minnesota
$240K +$227K +3,000 New
OFS
604
OneAscent Financial Services
Alabama
$239K -$478K -6,330 -68%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$239K +$226K +2,990 New
WWM
606
Western Wealth Management
Colorado
$239K +$226K +2,990 New
GCA
607
Genesee Capital Advisors
New York
$237K +$224K +2,960 New
MA
608
Montag & Associates
Georgia
$236K +$223K +2,950 New
PWP
609
Principle Wealth Partners
Connecticut
$236K +$223K +2,950 New
GT
610
Glenmede Trust
Pennsylvania
$235K -$145K -1,920 -40%
PFA
611
Pettinga Financial Advisors
Indiana
$232K +$219K +2,900 New
VC
612
Vicus Capital
Pennsylvania
$231K +$217K +2,880 New
PCA
613
Personal Capital Advisors
California
$229K +$216K +2,860 New
QI
614
QS Investors
New York
$227K +$214K +2,840 New
CGH
615
Crossmark Global Holdings
Texas
$226K +$213K +2,820 New
CIP
616
Convergence Investment Partners
Florida
$225K +$212K +2,810 New
RWP
617
RWA Wealth Partners
Massachusetts
$225K +$212K +2,810 New
BWFA
618
Baltimore-Washington Financial Advisors
Maryland
$224K +$211K +2,800 New
FFS
619
Founders Financial Securities
Maryland
$223K -$171K -2,260 -45%
DC
620
Davenport & Co
Virginia
$223K +$211K +2,790 New
LC
621
Loews Corp
New York
$223K +$211K +2,790 New
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$220K +$128K +1,700 +162%
NL
623
NWAM LLC
Washington
$220K +$208K +2,750 New
MYIA
624
Mount Yale Investment Advisors
Colorado
$219K +$207K +2,740 New
TFF
625
The Family Firm
Maryland
$219K +$214K +2,830 New