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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
851
V Wealth Advisors
Kansas
– -$281K -3,070 Closed
RCG
852
Regatta Capital Group
California
– -$280K -3,059 Closed
RJT
853
Raymond James Trust
Florida
– -$278K -3,038 Closed
LSA
854
Lion Street Advisors
Texas
– -$279K -3,035 Closed
PFG
855
PAX Financial Group
Texas
– -$274K -2,991 Closed
EN1L
856
Engine No 1 LLC
California
– -$273K -2,983 Closed
FFN
857
Focus Financial Network
Minnesota
– -$271K -2,962 Closed
RWP
858
RWA Wealth Partners
Massachusetts
– -$259K -2,830 Closed
TFF
859
The Family Firm
Maryland
– -$259K -2,826 Closed
BWFA
860
Baltimore-Washington Financial Advisors
Maryland
– -$256K -2,800 Closed
FAT
861
First American Trust
California
– -$251K -2,738 Closed
WF
862
WoodTrust Financial
Wisconsin
– -$247K -2,690 Closed
EWA
863
Exencial Wealth Advisors
Oklahoma
– -$242K -2,644 Closed
HIC
864
Holderness Investments Company
North Carolina
– -$241K -2,631 Closed
BJL
865
Brighton Jones LLC
Washington
– -$239K -2,610 Closed
Federated Hermes
866
Federated Hermes
Pennsylvania
– -$239K -2,606 Closed
TCM
867
Traynor Capital Management
Pennsylvania
– -$237K -2,596 Closed
SWA
868
Stratos Wealth Advisors
Ohio
– -$236K -2,575 Closed
WA
869
Wealth Alliance
New York
– -$236K -2,572 Closed
DIM
870
DC Investments Management
Virginia
– -$233K -2,545 Closed
Assenagon Asset Management
871
Assenagon Asset Management
Luxembourg
– -$231K -2,519 Closed
WA
872
WESPAC Advisors
California
– -$229K -2,500 Closed
CIBC Private Wealth Group
873
CIBC Private Wealth Group
Georgia
– -$228K -2,493 Closed
FFM
874
Forum Financial Management
Illinois
– -$221K -2,414 Closed
PWP
875
Principle Wealth Partners
Connecticut
– -$221K -2,410 Closed