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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
201
Integrated Advisors Network
Texas
$3.78M -$1.48K -26 -0%
SFG
202
Synergy Financial Group
California
$3.75M +$20.4K +359 +0.6%
BZWA
203
Blue Zone Wealth Advisors
California
$3.73M -$897K -15,768 -20%
APA
204
American Portfolios Advisors
New York
$3.63M -$557K -9,792 -14%
TAMH
205
Taikang Asset Management (HK)
Hong Kong
$3.59M – – –
NIM
206
Needham Investment Management
New York
$3.52M – – –
Principal Financial Group
207
Principal Financial Group
Iowa
$3.5M -$14.8M -260,849 -82%
CAM
208
Congress Asset Management
Massachusetts
$3.44M +$91K +1,599 +3%
PCM
209
Prelude Capital Management
New York
$3.43M -$60.1K -1,056 -2%
PAS
210
Park Avenue Securities
New York
$3.39M -$197K -3,457 -6%
Janus Henderson Group
211
Janus Henderson Group
$3.39M -$13.4M -234,733 -81%
PAA
212
Peregrine Asset Advisers
Oregon
$3.39M +$3.23M +56,732 New
ISWM
213
Independent Solutions Wealth Management
New York
$3.38M +$972K +17,081 +43%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$3.37M +$381K +6,696 +13%
KPF
215
K2 Principal Fund
Ontario, Canada
$3.35M +$3.19M +56,012 New
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$3.35M – – –
WE
217
Wealth Effects
Massachusetts
$3.25M +$30.2K +530 +1%
EAMA
218
EFG Asset Management (Americas)
Florida
$3.25M +$412K +7,238 +15%
GCM
219
Graham Capital Management
Connecticut
$3.22M +$3.07M +53,974 New
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$3.19M -$165K -2,891 -5%
X
221
Xponance
Pennsylvania
$3.13M +$64.9K +1,140 +2%
GAM
222
Griffin Asset Management
New York
$3.11M +$94.4K +1,659 +3%
IIM
223
INTECH Investment Management
Florida
$3.11M +$482K +8,463 +19%
NAM
224
Nissay Asset Management
Japan
$3.07M +$118K +2,074 +4%
GAM
225
Gotham Asset Management
New York
$3.04M -$1.98M -34,833 -41%