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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
651
Liberty One Investment Management
Illinois
$112K -$42.3K -560 -29%
ICP
652
Interchange Capital Partners
Pennsylvania
$105K +$99.7K +1,320 New
NFSG
653
Newbridge Financial Services Group
Florida
$101K +$15.9K +210 +20%
MUMSS
654
Mitsubishi UFJ Morgan Stanley Securities
Japan
$96K +$90.6K +1,200 New
RE
655
RBC Europe
United Kingdom
$85.7K +$19.6K +260 +32%
HIA
656
Harbor Investment Advisory
Maryland
$82K +$77K +1,020 New
FHA
657
First Horizon Advisors
Tennessee
$80K – – –
First Manhattan
658
First Manhattan
New York
$80K – – –
QCG
659
Quadrant Capital Group
Ohio
$80K +$32.5K +430 +75%
SIS
660
Sound Income Strategies
Florida
$79K +$6.04K +80 +9%
LWM
661
Liberty Wealth Management
California
$77K -$2.27K -30 -3%
AAP
662
Arax Advisory Partners
Colorado
$77K – – –
BCA
663
Berman Capital Advisors
Georgia
$71K +$36.2K +480 +114%
RIA
664
RPG Investment Advisory
California
$68K +$3.78K +50 +6%
LFG
665
Larson Financial Group
Missouri
$64K – – –
SOADOR
666
State of Alaska Department of Revenue
Alaska
$64K +$61.2K +810 New
HNB
667
Huntington National Bank
Ohio
$63K -$11.3K -150 -16%
ATC
668
Adirondack Trust Company
New York
$61K – – –
GA
669
GoalVest Advisory
New York
$59K +$55.9K +740 New
BDWM
670
Brewin Dolphin Wealth Management
Ireland
$57.7K – – –
TFM
671
TFC Financial Management
Massachusetts
$53K – – –
GI
672
Gradient Investments
Minnesota
$52K – – –
RPWA
673
Regent Peak Wealth Advisors
Georgia
$52K +$49.1K +650 New
SWP
674
ShoreHaven Wealth Partners
New Jersey
$50K +$47.6K +630 New
CCA
675
Childress Capital Advisors
Texas
$48K +$45.3K +600 New