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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Clearstead Advisors
Ohio
$114K +$65.7K +971 +192%
AAM
702
Advisors Asset Management
Colorado
$97.4K +$39.7K +587 +87%
WP
703
WealthPLAN Partners
Nebraska
$96.5K
CI Investments Inc
704
CI Investments Inc
Ontario, Canada
$95K +$4.47K +66 +6%
TCPG
705
Trivant Custom Portfolio Group
California
$94.1K -$3.92K -58 -5%
HCM
706
Hollencrest Capital Management
California
$92.7K
AssetMark Inc
707
AssetMark Inc
California
$91.8K +$26.5K +392 +49%
IGWM
708
ICA Group Wealth Management
Colorado
$89K
CCA
709
Column Capital Advisors
Indiana
$83.7K
KFP
710
KB Financial Partners
New Jersey
$82K +$7.51K +111 +12%
VSQM
711
V-Square Quantitative Management
Illinois
$79K +$69.2K +1,023 New
LWP
712
Lumature Wealth Partners
Georgia
$77.2K
WPWM
713
Western Pacific Wealth Management
Illinois
$77.2K +$67.7K +1,000 New
SIC
714
Salem Investment Counselors
North Carolina
$73.4K +$54.1K +800 +533%
ATC
715
Adirondack Trust Company
New York
$73K
CT
716
Cambridge Trust
Massachusetts
$72.8K -$20.8K -307 -25%
FCA
717
FinTrust Capital Advisors
South Carolina
$68.6K
AAG
718
Armstrong Advisory Group
Massachusetts
$68K -$15.6K -230 -21%
CAS
719
Coppell Advisory Solutions
Texas
$65.2K +$57K +843 New
QCG
720
Quadrant Capital Group
Ohio
$63.4K -$2.1K -31 -4%
AAP
721
Arax Advisory Partners
Colorado
$63.1K
GAAM
722
Guinness Atkinson Asset Management
California
$61.8K
SCA
723
Stonebridge Capital Advisors
Minnesota
$57.2K -$7.38K -109 -13%
MCM
724
Manchester Capital Management
Vermont
$55.9K +$812 +12 +2%
JWM
725
Janiczek Wealth Management
Colorado
$55.1K