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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
676
Core Alternative Capital
Georgia
$16K
SWM
677
Sugarloaf Wealth Management
Georgia
$16K +$8.37K +147 +128%
FMP
678
Financial Management Professionals
Texas
$15K -$2.85K -50 -17%
PMFA
679
Plante Moran Financial Advisors
Michigan
$15K -$1.71K -30 -11%
GWS
680
Glassman Wealth Services
Virginia
$14K +$2.73K +48 +27%
PB
681
Pinnacle Bancorp
Nebraska
$13K
BIA
682
Bell Investment Advisors
California
$12K +$1.37K +24 +13%
GEA
683
Glen Eagle Advisors
New Jersey
$11.9K
BTI
684
Blue Trust Inc
Georgia
$11K -$1.2K -21 -8%
AIP
685
Ameritas Investment Partners
Nebraska
$11K
Credit Agricole
686
Credit Agricole
France
$11K
LS
687
Leelyn Smith
Illinois
$11K
FP
688
Financial Perspectives
Minnesota
$10.4K
AFS
689
Annapolis Financial Services
Maryland
$10K
Jones Financial Companies
690
Jones Financial Companies
Missouri
$10K
RDFA
691
Ritter Daniher Financial Advisory
Ohio
$10K
VCM
692
Vigilant Capital Management
Maine
$10K +$9.79K +172 New
SIC
693
Salem Investment Counselors
North Carolina
$9K
WB
694
Webster Bank
Connecticut
$9K
RAM
695
Riggs Asset Management
Pennsylvania
$9K +$8.59K +151 New
ZB
696
Zions Bancorporation
Utah
$8K +$3.19K +56 +66%
OLVIG
697
Oliver Lagore Vanvalin Investment Group
Michigan
$8K +$3.93K +69 +95%
HGERS
698
Householder Group Estate & Retirement Specialist
Arizona
$8K +$7.68K +135 New
AWM
699
Avior Wealth Management
Nebraska
$7K
MIFH
700
Migdal Insurance & Financial Holdings
Israel
$6K -$797 -14 -12%