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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
651
HBW Advisory Services
California
$268K -$8.67K -99 -3%
OFS
652
OneAscent Financial Services
Alabama
$266K -$27.2K -311 -10%
HL
653
HeadInvest LLC
Maine
$265K +$3.94K +45 +2%
DC
654
Davenport & Co
Virginia
$262K +$250K +2,860 New
BAM
655
Blueshift Asset Management
New Jersey
$260K -$2.88M -32,829 -92%
BA
656
Bridgewater Associates
Connecticut
$259K -$439K -5,013 -64%
TFF
657
The Family Firm
Maryland
$259K – – –
RWP
658
RWA Wealth Partners
Massachusetts
$259K +$248K +2,830 New
GIA
659
GHP Investment Advisors
Colorado
$258K +$247K +2,820 New
VIM
660
Vista Investment Management
Pennsylvania
$257K -$17.5K -200 -7%
BWFA
661
Baltimore-Washington Financial Advisors
Maryland
$256K +$245K +2,800 New
SW
662
SVB Wealth
Massachusetts
$253K +$242K +2,761 New
TWM
663
Tradition Wealth Management
Minnesota
$251K +$1.66K +19 +0.7%
FAT
664
First American Trust
California
$251K +$240K +2,738 New
ACM
665
AlphaStar Capital Management
North Carolina
$249K +$13.7K +156 +5%
V
666
Veritable
Delaware
$249K +$238K +2,719 New
WF
667
WoodTrust Financial
Wisconsin
$247K -$26.3K -300 -10%
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$244K +$190K +2,170 +434%
EWA
669
Exencial Wealth Advisors
Oklahoma
$242K +$232K +2,644 New
BPA
670
Beacon Pointe Advisors
California
$241K -$117K -1,332 -34%
HIC
671
Holderness Investments Company
North Carolina
$241K +$230K +2,631 New
Federated Hermes
672
Federated Hermes
Pennsylvania
$239K -$139K -1,589 -38%
BJL
673
Brighton Jones LLC
Washington
$239K -$83.8K -957 -27%
LA
674
Latitude Advisors
Florida
$238K -$54.3K -620 -19%
TCM
675
Traynor Capital Management
Pennsylvania
$237K -$120K -1,375 -35%