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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
601
Focused Wealth Management
New York
$313K +$5.75K +85 +2%
SIA
602
Soltis Investment Advisors
Utah
$309K +$271K +4,006 New
AWM
603
Aries Wealth Management
Maine
$309K
MIM
604
Montgomery Investment Management
Maryland
$309K
FPCP
605
Fort Point Capital Partners
California
$309K +$31.9K +472 +13%
Holocene Advisors
606
Holocene Advisors
New York
$308K +$270K +3,989 New
ACMA
607
Arbor Capital Management (Alaska)
Alaska
$308K
NRG
608
Nemes Rush Group
Michigan
$306K +$268K +3,964 New
AWM
609
Avitas Wealth Management
California
$305K -$4.33K -64 -2%
DAS
610
Dynamic Advisor Solutions
Arizona
$304K -$34.6K -511 -11%
ONB
611
Old National Bancorp
Indiana
$303K -$677 -10 -0.3%
CW
612
Channel Wealth
California
$302K -$37.2K -550 -12%
SLAM
613
Swiss Life Asset Management
$301K -$240K -3,549 -48%
MLM
614
Mount Lucas Management
Pennsylvania
$299K +$262K +3,870 New
AFG
615
Alterity Financial Group
Maine
$298K -$16.9K -250 -6%
GRP
616
Global Retirement Partners
California
$289K +$4.87K +72 +2%
V
617
Veritable
Delaware
$288K -$3.52K -52 -1%
PWM
618
Prosperity Wealth Management
California
$288K -$4.4K -65 -2%
AMCA
619
Arthur M. Cohen & Associates
Illinois
$288K +$252K +3,725 New
SGA
620
Seaport Global Advisors
Massachusetts
$286K +$20.2K +298 +9%
SC
621
Sepio Capital
Utah
$286K -$83.7K -1,237 -25%
CGH
622
Crossmark Global Holdings
Texas
$285K +$213K +3,143 New
BPA
623
Beacon Pointe Advisors
California
$285K -$44.7K -661 -15%
PGWM
624
Parisi Gray Wealth Management
New Jersey
$285K +$316K +4,672 New
BAM
625
Belpointe Asset Management
Nevada
$283K -$90.6K -1,339 -27%