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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
651
TCFG Wealth Management
California
$462K -$76K -1,190 -16%
BTI
652
Blue Trust Inc
Georgia
$461K +$182K +2,846 +80%
OQS
653
Occudo Quantitative Strategies
Florida
$458K +$407K +6,367 New
EWA
654
Exencial Wealth Advisors
Oklahoma
$455K +$403K +6,317 New
GLA
655
Great Lakes Advisors
Illinois
$454K -$13.5K -211 -3%
CWMK
656
Caliber Wealth Management (Kansas)
Kansas
$454K +$77K +1,206 +24%
NL
657
NWAM LLC
Washington
$452K +$332K +5,193 New
V
658
ViaWealth
Kansas
$451K +$129K +2,025 +48%
TCOV
659
Trust Company of Vermont
Vermont
$448K
CGH
660
Crossmark Global Holdings
Texas
$445K +$49.2K +771 +14%
CF
661
Centaurus Financial
California
$439K +$27.6K +433 +8%
SWM
662
SeaCrest Wealth Management
New York
$436K -$104K -1,631 -21%
CWM
663
Centurion Wealth Management
Virginia
$433K +$143K +2,236 +59%
BL
664
Balentine LLC
Georgia
$432K
TWM
665
Tradition Wealth Management
Minnesota
$431K -$23.2K -364 -6%
KWA
666
Kingswood Wealth Advisors
California
$430K +$7.85K +123 +2%
BP
667
Ballentine Partners
Massachusetts
$429K +$380K +5,953 New
RBFC
668
Roman Butler Fullerton & Co
Missouri
$424K +$51.7K +810 +20%
Kovitz Investment Group Partners
669
Kovitz Investment Group Partners
Illinois
$416K -$107K -1,681 -23%
ATS
670
Ashton Thomas Securities
New York
$412K -$2.23K -35 -0.6%
YMRC
671
Yorktown Management & Research Company
Virginia
$410K
HTC
672
Haverford Trust Company
Pennsylvania
$409K
PFA
673
Pure Financial Advisors
California
$408K +$45.8K +718 +15%
YCM
674
Yousif Capital Management
Michigan
$405K -$23.9K -375 -6%
IPAM
675
ICICI Prudential Asset Management
India
$404K -$11.9K -187 -3%