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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
651
Baltimore-Washington Financial Advisors
Maryland
$271K +$70.5K +960 +34%
FWM
652
Focused Wealth Management
New York
$264K -$2.2K -30 -0.8%
FPCP
653
Fort Point Capital Partners
California
$264K +$294 +4 +0.1%
New York State Teachers Retirement System (NYSTRS)
654
New York State Teachers Retirement System (NYSTRS)
New York
$263K +$7.35K +100 +3%
BSW
655
Buckingham Strategic Wealth
Missouri
$263K -$3.53K -48 -1%
SIA
656
Soltis Investment Advisors
Utah
$262K -$2.42K -33 -0.9%
GA
657
Greytown Advisors
Florida
$261K -$1.47K -20 -0.5%
BP
658
Ballentine Partners
Massachusetts
$259K +$59K +803 +29%
TNA
659
True North Advisors
Texas
$259K +$264K +3,595 New
VCA
660
Verdence Capital Advisors
Maryland
$257K +$7.2K +98 +3%
UCB
661
United Community Bank
South Carolina
$255K
CWM
662
Centurion Wealth Management
Virginia
$255K +$19.2K +261 +8%
FFM
663
Forum Financial Management
Illinois
$253K +$7.79K +106 +3%
SP
664
Symmetry Partners
Connecticut
$252K -$292K -3,975 -54%
AFG
665
Alterity Financial Group
Maine
$249K -$31.6K -430 -11%
DACG
666
Donor Advised Charitable Giving
California
$248K
BWM
667
Baron Wealth Management
Michigan
$248K
BAM
668
Belpointe Asset Management
Nevada
$247K +$11.3K +154 +5%
MLM
669
Mount Lucas Management
Pennsylvania
$246K -$147 -2 -0.1%
ICP
670
Interchange Capital Partners
Pennsylvania
$245K +$230K +3,131 New
LCWP
671
Legacy Capital Wealth Partners
Arkansas
$243K
GGA
672
Granite Group Advisors
Connecticut
$242K +$218K +2,973 New
BCM
673
Brookstone Capital Management
Illinois
$241K -$26K -354 -10%
AC
674
Abbrea Capital
California
$241K -$7.35K -100 -3%
TFA
675
Transamerica Financial Advisors
Florida
$241K +$220K +2,998 +861%