We are live on ! Find out more
TTD icon

Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Modera Wealth Management
New Jersey
$202K +$167K +2,610 New
PWM
602
Perigon Wealth Management
California
$201K +$166K +2,602 New
WA
603
Wealth Alliance
New York
$200K +$165K +2,590 New
FCA
604
FinTrust Capital Advisors
South Carolina
$193K – – –
AW
605
Avion Wealth
Texas
$188K +$118K +1,850 +319%
TRCT
606
Tower Research Capital (TRC)
New York
$187K +$37.5K +587 +32%
EWA
607
Evolution Wealth Advisors
Florida
$174K +$5.3K +83 +4%
MCM
608
Manchester Capital Management
Vermont
$173K +$82.4K +1,290 +136%
FA
609
Friess Associates
Delaware
$167K -$12.1K -190 -8%
OSAM
610
O'Shaughnessy Asset Management
Connecticut
$161K +$27.7K +434 +26%
FMLI
611
Fukoku Mutual Life Insurance
Japan
$155K – – –
MAM
612
McCarthy Asset Management
California
$154K – – –
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$149K +$123K +1,926 New
FPS
614
Fieldpoint Private Securities
Connecticut
$146K +$31.3K +490 +42%
RE
615
RBC Europe
United Kingdom
$137K +$36.4K +570 +48%
WP
616
WealthShield Partners
North Carolina
$128K +$50.8K +795 +92%
HFM
617
Harvest Fund Management
China
$125K -$77.6K -1,215 -43%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$117K +$40.3K +630 +72%
GA
619
GoalVest Advisory
New York
$114K +$32.6K +510 +53%
PCM
620
Penserra Capital Management
California
$107K +$22.4K +350 +34%
S
621
Seeyond
France
$100K +$256 +4 +0.3%
FF
622
FourThought Financial
Florida
$99K -$639 -10 -0.8%
QCG
623
Quadrant Capital Group
Ohio
$99K +$21.4K +335 +36%
TFA
624
Toth Financial Advisory
Virginia
$93K – – –
NFSG
625
Newbridge Financial Services Group
Florida
$93K +$10.9K +170 +17%
23 24
25
26 27