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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
626
Kovitz Investment Group Partners
Illinois
$408K -$570K -6,298 -46%
GHA
627
Granite Harbor Advisors
Texas
$408K +$34.3K +379 +5%
LI
628
LVZ Inc
Michigan
$396K +$392K +4,330 +149%
MMEA
629
Main Management ETF Advisors
California
$395K +$652K +7,210 New
CPIG
630
Chicago Partners Investment Group
Illinois
$394K +$32.3K +357 +5%
ACM
631
Aquatic Capital Management
Illinois
$393K +$650K +7,189 New
SIG
632
Sargent Investment Group
Maryland
$393K -$131K -1,450 -17%
WSFS
633
Wilmington Savings Fund Society
Delaware
$393K -$381K -4,216 -37%
CCM
634
Coldstream Capital Management
Washington
$386K -$300K -3,317 -32%
SIA
635
Soltis Investment Advisors
Utah
$385K -$16.3K -180 -2%
PCM
636
Prelude Capital Management
New York
$384K +$378K +4,178 +147%
MFG
637
Merit Financial Group
Georgia
$382K +$10.7K +118 +2%
SB
638
Strategic Blueprint
Georgia
$382K -$15.9K -176 -2%
AAIS
639
ABN AMRO Investment Solutions
$381K +$46.6K +515 +8%
DA
640
Dover Advisors
Virginia
$378K +$626K +6,916 New
CAI
641
Capital Advisors Inc
Oklahoma
$378K +$110K +1,211 +21%
GAG
642
GM Advisory Group
New York
$376K – – –
DIA
643
Dana Investment Advisors
Wisconsin
$375K -$25.1K -277 -4%
VHAM
644
Van Hulzen Asset Management
California
$372K +$66K +730 +12%
SIA
645
Schechter Investment Advisors
Michigan
$369K +$164K +1,813 +37%
VFA
646
Values First Advisors
Tennessee
$369K -$468K -5,171 -43%
GS
647
Gagnon Securities
New York
$361K +$597K +6,599 New
NSAM
648
North Star Asset Management
Wisconsin
$358K – – –
GLA
649
Great Lakes Advisors
Illinois
$357K -$38.8K -429 -6%
SM
650
STF Management
Texas
$355K -$10.4K -115 -2%