We are live on ! Find out more
TTD icon

Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$570K -$48.9K -632 -7%
PAM
402
Paradigm Asset Management
New York
$569K -$69.6K -900 -10%
FFA
403
First Foundation Advisors
California
$568K +$77 +1 +0%
AAS
404
Avantax Advisory Services
Texas
$558K +$42.5K +550 +7%
VWA
405
Visionary Wealth Advisors
Illinois
$557K +$11.2K +145 +2%
BA
406
Bridgewater Associates
Connecticut
$551K +$606K +7,836 New
Vanguard Personalized Indexing Management
407
Vanguard Personalized Indexing Management
California
$550K +$14.5K +187 +2%
FHC
408
First Heartland Consultants
Missouri
$548K +$15.3K +198 +3%
HIM
409
Hillsdale Investment Management
Ontario, Canada
$542K – – –
JF
410
Jump Financial
Illinois
$541K -$1.01M -13,127 -63%
MW
411
Marcum Wealth
Ohio
$534K +$155 +2 +0%
HAG
412
HighPoint Advisor Group
Illinois
$532K -$154K -1,996 -21%
TFS
413
Thoroughbred Financial Services
Tennessee
$523K +$120K +1,552 +26%
RIG
414
Roosevelt Investment Group
New York
$517K – – –
FPCP
415
Fort Point Capital Partners
California
$508K – – –
ESCM
416
Echo Street Capital Management
New York
$507K -$10.8K -140 -2%
S
417
SignatureFD
Georgia
$505K +$152K +1,971 +38%
MC
418
Mathes Company
New York
$503K – – –
GA
419
Greytown Advisors
Florida
$500K +$20.3K +263 +4%
IMRF
420
Illinois Municipal Retirement Fund
Illinois
$491K -$127K -1,637 -19%
RG
421
Rathbones Group
United Kingdom
$491K -$15.5K -200 -3%
TC
422
Truvestments Capital
Florida
$488K +$2.94K +38 +0.6%
MCM
423
Marathon Capital Management
Maryland
$486K +$533K +6,900 New
VFM
424
Vivid Financial Management
California
$485K +$90.4K +1,169 +20%
WMA
425
Wealth Management Associates
New Jersey
$484K +$6.18K +80 +1%