We are live on ! Find out more
TTD icon

Trade Desk
TTD

Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
701
Uniting Wealth Partners
Kansas
$360K – – –
CFG
702
Carr Financial Group
Massachusetts
$360K +$319K +4,995 New
HIMC
703
Heritage Investors Management Corp
Maryland
$358K -$7.34K -115 -2%
PTC
704
Private Trust Company
Ohio
$355K -$44.4K -695 -12%
RWMG
705
Redwood Wealth Management Group
New Jersey
$353K – – –
FAIM
706
Financial Advocates Investment Management
Washington
$353K -$30K -470 -9%
WPC
707
Wedmont Private Capital
Pennsylvania
$352K +$13.7K +215 +5%
ACA
708
Aptus Capital Advisors
Alabama
$348K -$2.43K -38 -0.8%
1CP
709
17 Capital Partners
Arizona
$347K -$2.55K -40 -0.8%
SC
710
SouthState Corp
Florida
$346K +$1.02K +16 +0.3%
CSP
711
Cary Street Partners
Virginia
$346K -$25.2K -395 -8%
BCM
712
Bourgeon Capital Management
Connecticut
$345K +$306K +4,791 New
MF
713
Magnetar Financial
Illinois
$343K -$46.4K -726 -13%
BB
714
Bell Bank
North Dakota
$340K -$5.62K -88 -2%
VWM
715
Venturi Wealth Management
Texas
$338K -$72.9K -1,142 -20%
AWM
716
Aries Wealth Management
Maine
$338K – – –
LIM
717
Loudon Investment Management
New Hampshire
$338K – – –
FSA
718
Fort Sheridan Advisors
Illinois
$338K +$300K +4,700 New
AC
719
AlphaCore Capital
California
$336K +$298K +4,674 New
FWM
720
Focused Wealth Management
New York
$333K -$2.3K -36 -0.8%
IC
721
Iconiq Capital
California
$333K +$295K +4,627 New
GKWIM
722
Gerber Kawasaki Wealth & Investment Management
California
$333K -$60K -940 -17%
VCM
723
Virtue Capital Management
Tennessee
$330K +$5.04K +79 +2%
AAP
724
Arax Advisory Partners
Colorado
$328K +$155K +2,426 +114%
ACI
725
Alpha Cubed Investments
California
$328K -$10.1K -158 -3%
27 28
29
30 31