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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
751
Sandy Spring Bank
Maryland
$225K +$46.2K +610 +31%
WLPWM
752
Walled Lake Planning & Wealth Management
Illinois
$224K -$29.9K -395 -13%
PA
753
Pinnacle Associates
New York
$221K +$192K +2,530 New
BWP
754
Barlow Wealth Partners
Kentucky
$220K +$193K +2,550 New
RB
755
Rodgers Brothers
Pennsylvania
$219K +$189K +2,500 New
WTG
756
West Tower Group
Virginia
$219K +$189K +2,500 New
CBA
757
Coastal Bridge Advisors
Connecticut
$218K +$189K +2,498 New
C
758
Covestor
United Kingdom
$218K +$175K +2,306 +1,207%
EWM
759
Evercore Wealth Management
New York
$218K +$189K +2,489 New
OA
760
Oracle Alpha
Ontario, Canada
$216K +$187K +2,471 New
AWA
761
Arkadios Wealth Advisors
Georgia
$213K +$185K +2,439 New
GL
762
Graypoint LLC
New York
$212K +$184K +2,425 New
EA
763
Everpar Advisors
Oklahoma
$211K -$129K -1,700 -41%
BFO
764
Boston Family Office
Massachusetts
$210K +$182K +2,400 New
SW
765
SteelPeak Wealth
California
$210K +$182K +2,400 New
CWM
766
Connecticut Wealth Management
Connecticut
$207K +$180K +2,369 New
CA
767
Clearstead Advisors
Ohio
$205K +$36.5K +482 +26%
MIC
768
Means Investment Company
Maine
$204K +$177K +2,335 New
AssetMark Inc
769
AssetMark Inc
California
$204K +$34.8K +459 +24%
GIA
770
Gladstone Institutional Advisory
Florida
$204K +$177K +2,334 New
WWM
771
Waterway Wealth Management
Texas
$204K +$177K +2,331 New
A
772
AlphaQuest
New York
$202K +$83.3K +1,099 +91%
BBP
773
Banco BTG Pactual
Brazil
$201K +$174K +2,300 New
FNBT
774
FineMark National Bank & Trust
Florida
$201K +$174K +2,295 New
TPA
775
Trivium Point Advisory
Connecticut
$200K +$174K +2,291 New