We are live on ! Find out more
TTD icon

Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
576
One Charles Private Wealth Services
Massachusetts
$598K -$99.2K -1,100 -15%
RWMG
577
Redwood Wealth Management Group
New Jersey
$598K -$37K -410 -6%
HWA
578
HHM Wealth Advisors
Tennessee
$596K – – –
RG
579
Rathbones Group
United Kingdom
$588K +$5.41K +60 +1%
BL
580
Balentine LLC
Georgia
$586K -$237K -2,626 -30%
BC
581
Broadwater Capital
Massachusetts
$586K – – –
PA
582
Parallel Advisors
California
$585K -$10K -111 -2%
ATS
583
Ashton Thomas Securities
New York
$580K +$515K +5,710 New
IWM
584
IHT Wealth Management
Illinois
$578K +$71.1K +788 +15%
HTC
585
Haverford Trust Company
Pennsylvania
$570K +$451 +5 +0.1%
CAI
586
Capital Advisors Inc
Oklahoma
$565K – – –
CB
587
CNB Bank
Pennsylvania
$564K -$34.8K -386 -6%
O
588
Ossiam
France
$560K +$22K +244 +4%
AC
589
Avestar Capital
New York
$558K +$6.68K +74 +1%
LIM
590
Loudon Investment Management
New Hampshire
$557K – – –
YMRC
591
Yorktown Management & Research Company
Virginia
$557K – – –
PWM
592
Perigon Wealth Management
California
$555K -$174K -1,926 -25%
LCM
593
LCM Capital Management
Illinois
$552K – – –
AWM
594
Axxcess Wealth Management
California
$549K +$52.7K +584 +12%
CPIG
595
Chicago Partners Investment Group
Illinois
$549K +$1.62K +18 +0.3%
VFA
596
Voya Financial Advisors
Connecticut
$548K -$12.6K -140 -2%
GKWIM
597
Gerber Kawasaki Wealth & Investment Management
California
$547K -$1.44K -16 -0.3%
AC
598
Apella Capital
Connecticut
$547K +$9.02K +100 +2%
CCM
599
Coldstream Capital Management
Washington
$544K +$55.2K +612 +12%
YCM
600
Yousif Capital Management
Michigan
$538K -$14.7K -163 -3%
22 23
24
25 26