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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
726
Perennial Investment Advisors
California
$292K -$4.51K -50 -2%
LI
727
LRI Investments
Florida
$291K +$269K +2,981 New
LMKC
728
L.M. Kohn & Company
Ohio
$289K +$1.17K +13 +0.4%
FPAS
729
Focus Partners Advisor Solutions
Missouri
$289K +$812 +9 +0.3%
TSWM
730
Tyler-Stone Wealth Management
Ohio
$288K -$72.2K -800 -21%
KWA
731
Kingswood Wealth Advisors
California
$288K +$266K +2,946 New
MC
732
Machina Capital
France
$287K -$62.2K -689 -19%
TPI
733
Trust Point Inc
Wisconsin
$284K +$1.53K +17 +0.6%
TCWM
734
Total Clarity Wealth Management
Illinois
$283K -$1.8K -20 -0.7%
LI
735
LVZ Inc
Michigan
$283K
LSAG
736
Lake Street Advisors Group
New Hampshire
$282K +$261K +2,891 New
FFA
737
Founders Financial Alliance
North Carolina
$281K
AssetMark Inc
738
AssetMark Inc
California
$281K +$48.4K +537 +23%
SA
739
Strategic Advisors
New York
$280K +$8.39K +93 +3%
BSW
740
Buckingham Strategic Wealth
Missouri
$280K -$90.8K -1,006 -26%
EA
741
Everpar Advisors
Oklahoma
$278K +$39.2K +435 +18%
GIA
742
Gladstone Institutional Advisory
Florida
$278K +$46.1K +511 +22%
CIC
743
Carnegie Investment Counsel
Ohio
$277K -$228K -2,526 -47%
SGCA
744
Steel Grove Capital Advisors
Tennessee
$276K +$271 +3 +0.1%
SIA
745
Schechter Investment Advisors
Michigan
$276K +$255K +2,827 New
CM
746
Capula Management
Cayman Islands
$272K +$252K +2,788 New
AFG
747
Atomi Financial Group
New York
$271K +$250K +2,776 New
CPRC
748
Consolidated Portfolio Review Corp
New York
$270K -$37.4K -415 -13%
GT
749
Greenleaf Trust
Michigan
$270K +$1.8K +20 +0.7%
AA
750
Altrafin AG
$269K -$415K -4,600 -63%