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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$35K +$12.8K +2,500 +54%
PHK
152
Point72 Hong Kong
Hong Kong
$31K +$31.7K +6,180 New
MYIA
153
Mount Yale Investment Advisors
Colorado
$24K +$25.3K +4,930 New
SPIA
154
Steward Partners Investment Advisory
New York
$19K +$20.5K +4,000 New
GEA
155
Glen Eagle Advisors
New Jersey
$15.9K +$16.4K +3,200 New
RWP
156
RWA Wealth Partners
Massachusetts
$15K +$15.4K +3,000 New
AIM
157
Advantage Investment Management
Iowa
$14K +$14.1K +2,750 New
KTC
158
Kistler-Tiffany Companies
Pennsylvania
$13K +$4K +780 +41%
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$10K +$10.2K +2,000 New
IFAM
160
Institutional & Family Asset Management
Colorado
$10K +$10.2K +2,000 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$9K
SWM
162
SeaCrest Wealth Management
New York
$8K -$32.3K -6,300 -79%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$8K +$8.09K +1,580 New
RA
164
Royce & Associates
New York
$7K -$768 -150 -10%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$7K +$512 +100 +8%
IA
166
IFP Advisors
Florida
$5K
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.96K
MWM
168
MinichMacGregor Wealth Management
New York
$4K
WA
169
WealthTrust-Arizona
Arizona
$4K
MOS
170
MGO One Seven
Ohio
$4K +$4.1K +800 New
SWP
171
Stratos Wealth Partners
Ohio
$4K +$4.25K +830 New
WOC
172
West Oak Capital
California
$3.23K +$3.33K +650 New
ATC
173
Adirondack Trust Company
New York
$3K
APA
174
American Portfolios Advisors
New York
$2.48K
PAI
175
Pittenger & Anderson Inc
Nebraska
$2K