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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
926
OneAscent Financial Services
Alabama
$236K +$248K +2,004 New
AP
927
Appleton Partners
Massachusetts
$236K +$249K +2,009 New
CAMG
928
CWA Asset Management Group
Florida
$236K +$866 +7 +0.4%
HCM
929
Hall Capital Management
Rhode Island
$236K +$248K +2,006 New
SFP
930
SwitchPoint Financial Planning
Utah
$236K +$248K +2,006 New
FSC
931
Full Sail Capital
Oklahoma
$236K
OQS
932
Occudo Quantitative Strategies
Florida
$235K -$698K -5,642 -74%
AIA
933
AIMZ Investment Advisors
California
$235K
CCM
934
Canal Capital Management
Virginia
$235K
CC
935
Cypress Capital
Tennessee
$235K
AFA
936
American Financial Advisors
Georgia
$235K +$247K +2,000 New
HVIA
937
Hudson Valley Investment Advisors
New York
$235K +$247K +2,000 New
HA
938
Huntleigh Advisors
Missouri
$235K +$247K +2,000 New
OPW
939
Osprey Private Wealth
New York
$235K +$247K +2,000 New
JJBC
940
James J. Burns & Company
New York
$235K
MC
941
Mathes Company
New York
$235K +$247K +2,000 New
GPA
942
Guerra Pan Advisors
New Jersey
$232K
PP
943
Postrock Partners
Oregon
$231K +$243K +1,968 New
TPA
944
Trivium Point Advisory
Connecticut
$231K -$17.6K -142 -7%
EAM
945
Empirical Asset Management
Massachusetts
$230K +$3.45M +27,855 New
PL
946
Plancorp LLC
Missouri
$228K +$495 +4 +0.2%
VW
947
Vance Wealth
California
$228K -$6.68K -54 -3%
AAS
948
Annex Advisory Services
Wisconsin
$228K +$3.22K +26 +1%
CCIA
949
Campbell & Co Investment Adviser
Maryland
$227K +$239K +1,933 New
KIA
950
KCM Investment Advisors
California
$227K -$24.7K -200 -9%