We are live on ! Find out more
TTD icon

Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
576
Walled Lake Planning & Wealth Management
Illinois
$209K +$199K +3,490 New
PWM
577
Perigon Wealth Management
California
$209K +$199K +3,501 New
CCA
578
Checchi Capital Advisers
California
$207K +$197K +3,458 New
VC
579
Vicus Capital
Pennsylvania
$206K +$196K +3,440 New
DACG
580
Donor Advised Charitable Giving
California
$206K +$196K +3,450 New
AIM
581
Aigen Investment Management
New York
$205K +$195K +3,429 New
OTL
582
Oak Thistle LLC
New York
$201K +$192K +3,371 New
VWA
583
V Wealth Advisors
Kansas
$200K +$191K +3,351 New
MA
584
Mutual Advisors
Nebraska
$200K +$191K +3,354 New
KTC
585
Kistler-Tiffany Companies
Pennsylvania
$181K – – –
WFA
586
Wipfli Financial Advisors
Wisconsin
$170K +$162K +2,841 New
ECM
587
EMC Capital Management
Texas
$167K -$142K -2,500 -42%
CLOS
588
Compagnie Lombard Odier SCmA
Switzerland
$159K – – –
O
589
Ossiam
France
$158K +$151K +2,649 New
S
590
Seeyond
France
$156K +$78.6K +1,381 +111%
EWA
591
EverSource Wealth Advisors
Alabama
$154K +$70.2K +1,233 +92%
PA
592
PSI Advisors
Florida
$153K +$17.1K +300 +13%
TWM
593
Tradition Wealth Management
Minnesota
$141K +$19.7K +346 +17%
LC
594
Lindbrook Capital
California
$140K -$18.8K -330 -12%
NFSG
595
Newbridge Financial Services Group
Florida
$140K +$7.4K +130 +6%
CAM
596
CenterStar Asset Management
Illinois
$131K – – –
GRP
597
Global Retirement Partners
California
$126K -$32.4K -570 -19%
SSB
598
Sandy Spring Bank
Maryland
$125K +$56.8K +999 +92%
AWM
599
Abound Wealth Management
Tennessee
$112K +$106K +1,870 New
C
600
Covestor
United Kingdom
$111K -$57 -1 -0.1%
22 23
24
25 26