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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
651
TFC Financial Management
Massachusetts
$43K
PGAM
652
Princeton Global Asset Management
New Jersey
$42K +$49.5K +640 New
GEA
653
Glen Eagle Advisors
New Jersey
$40.4K +$10.8K +140 +29%
T
654
TOBAM
France
$40K -$77.3K -1,000 -62%
LC
655
Lindbrook Capital
California
$40K +$10.8K +140 +30%
AIM
656
Anchor Investment Management
South Carolina
$38.4K
CA
657
Clearstead Advisors
Ohio
$38K +$21.6K +280 +90%
AW
658
Avion Wealth
Texas
$38K +$37.1K +480 +480%
MWP
659
Meridian Wealth Partners
Pennsylvania
$38K +$44K +570 New
EP
660
Eudaimonia Partners
Tennessee
$36K +$773 +10 +2%
BFC
661
Bedel Financial Consulting
Indiana
$36K +$16.2K +210 +62%
WT
662
Washington Trust
Rhode Island
$36K +$42.5K +550 New
SFPG
663
Stonebridge Financial Planning Group
Florida
$35K
TWM
664
Tradition Wealth Management
Minnesota
$34K
CAGAS
665
Capital Advisory Group Advisory Services
Minnesota
$33K -$324K -4,190 -89%
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$33K
PMFA
667
Plante Moran Financial Advisors
Michigan
$33K
TCM
668
Tradewinds Capital Management
Washington
$33K
AF
669
Allworth Financial
California
$32K +$37.9K +490 New
CWA
670
Clearview Wealth Advisors
Oregon
$27K
SIM
671
Sonora Investment Management
Arizona
$27K +$773 +10 +3%
AIP
672
Ameritas Investment Partners
Nebraska
$26K
CCM
673
Covington Capital Management
California
$26K
CI
674
CX Institutional
Indiana
$26K
MIFH
675
Migdal Insurance & Financial Holdings
Israel
$24K +$28.6K +370 New