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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
751
Moneta Group Investment Advisors
Missouri
$227K +$196K +2,593 New
SSB
752
Sandy Spring Bank
Maryland
$225K +$46.2K +610 +31%
WLPWM
753
Walled Lake Planning & Wealth Management
Illinois
$224K -$29.9K -395 -13%
PA
754
Pinnacle Associates
New York
$221K +$192K +2,530 New
BWP
755
Barlow Wealth Partners
Kentucky
$220K +$193K +2,550 New
RB
756
Rodgers Brothers
Pennsylvania
$219K +$189K +2,500 New
WTG
757
West Tower Group
Virginia
$219K +$189K +2,500 New
CBA
758
Coastal Bridge Advisors
Connecticut
$218K +$189K +2,498 New
C
759
Covestor
United Kingdom
$218K +$175K +2,306 +1,207%
EWM
760
Evercore Wealth Management
New York
$218K +$189K +2,489 New
OA
761
Oracle Alpha
Ontario, Canada
$216K +$187K +2,471 New
AWA
762
Arkadios Wealth Advisors
Georgia
$213K +$185K +2,439 New
GL
763
Graypoint LLC
New York
$212K +$184K +2,425 New
EA
764
Everpar Advisors
Oklahoma
$211K -$129K -1,700 -41%
BFO
765
Boston Family Office
Massachusetts
$210K +$182K +2,400 New
SW
766
SteelPeak Wealth
California
$210K +$182K +2,400 New
CWM
767
Connecticut Wealth Management
Connecticut
$207K +$180K +2,369 New
CA
768
Clearstead Advisors
Ohio
$205K +$36.5K +482 +26%
MIC
769
Means Investment Company
Maine
$204K +$177K +2,335 New
AssetMark Inc
770
AssetMark Inc
California
$204K +$34.8K +459 +24%
GIA
771
Gladstone Institutional Advisory
Florida
$204K +$177K +2,334 New
WWM
772
Waterway Wealth Management
Texas
$204K +$177K +2,331 New
A
773
AlphaQuest
New York
$202K +$83.3K +1,099 +91%
BBP
774
Banco BTG Pactual
Brazil
$201K +$174K +2,300 New
FNBT
775
FineMark National Bank & Trust
Florida
$201K +$174K +2,295 New