We are live on ! Find out more
TTD icon

Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$20.7K -$3.62K -120 -19%
PMFA
502
Plante Moran Financial Advisors
Michigan
$20K -$7.84K -260 -34%
HI
503
Hudock Inc
Pennsylvania
$19K – – –
CFG
504
Citizens Financial Group
Rhode Island
$18K -$5.73K -190 -30%
BCA
505
Berman Capital Advisors
Georgia
$17K – – –
PFBT
506
Parkside Financial Bank & Trust
Missouri
$17K +$3.92K +130 +43%
AWA
507
Arkadios Wealth Advisors
Georgia
$16.8K – – –
AIP
508
Ameritas Investment Partners
Nebraska
$16K – – –
CI
509
CX Institutional
Indiana
$16K – – –
CAC
510
Certified Advisory Corp
Florida
$15K -$16.9K -560 -60%
ETC
511
Exchange Traded Concepts
Oklahoma
$15K +$6.33K +210 +131%
CCM
512
Covington Capital Management
California
$14K – – –
BFC
513
Bedel Financial Consulting
Indiana
$14K +$904 +30 +10%
BWA
514
BDO Wealth Advisors
Florida
$12K -$9.04K -300 -50%
ST
515
Smithfield Trust
Pennsylvania
$12K +$8.74K +290 New
RWM
516
Raffa Wealth Management
District of Columbia
$11.4K -$603 -20 -7%
SA
517
SRH Advisors
Kansas
$11K +$8.44K +280 New
PIMG
518
Patriot Investment Management Group
Tennessee
$10.2K +$7.54K +250 New
CA
519
Clearstead Advisors
Ohio
$10K -$1.81K -60 -20%
PFO
520
Pathstone Family Office
New Jersey
$10K -$1.51K -50 -17%
SWM
521
Sugarloaf Wealth Management
Georgia
$10K – – –
TPWA
522
TRUE Private Wealth Advisors
Oregon
$10K – – –
LC
523
Lindbrook Capital
California
$10K +$7.24K +240 New
APWM
524
Atlas Private Wealth Management
New York
$9K -$3.02K -100 -32%
HFS
525
HBC Financial Services
Washington
$9K +$6.03K +200 New