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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
PL
851
Plancorp LLC
Missouri
$213K +$193K +1,939 New
AAS
852
Annex Advisory Services
Wisconsin
$210K +$191K +1,913 New
Bank Julius Baer & Co
853
Bank Julius Baer & Co
Switzerland
$209K +$161K +1,611 New
AWM
854
Abound Wealth Management
Tennessee
$208K +$2.69K +27 +1%
RCAG
855
Rehmann Capital Advisory Group
Michigan
$208K +$189K +1,894 New
FTWA
856
Fifth Third Wealth Advisors
Ohio
$207K +$189K +1,891 New
PCS
857
Personal CFO Solutions
New Jersey
$207K +$189K +1,891 New
CA
858
Claris Advisors
Missouri
$204K +$186K +1,861 New
AA
859
Advisory Alpha
Michigan
$204K +$185K +1,859 New
BWP
860
Balboa Wealth Partners
Arizona
$203K +$184K +1,847 New
LJAC
861
L.J. Altfest & Co
New York
$202K +$183K +1,839 New
IIC
862
Integrated Investment Consultants
Michigan
$202K +$184K +1,840 New
MIC
863
Means Investment Company
Maine
$201K +$183K +1,836 New
KA
864
Kovack Advisors
Florida
$201K +$183K +1,834 New
HNB
865
Huntington National Bank
Ohio
$190K +$32.1K +322 +23%
TIM
866
Thompson Investment Management
Wisconsin
$187K
WTC
867
WhitTier Trust Company
Nevada
$184K +$61.3K +614 +58%
RMC
868
Resources Management Corp
Connecticut
$183K
RDFA
869
Ritter Daniher Financial Advisory
Ohio
$178K -$1.1K -11 -0.7%
ADL
870
Asset Dedication LLC
California
$172K
TFA
871
Toth Financial Advisory
Virginia
$170K +$34.9K +350 +29%
PCMC
872
Planning Capital Management Corporation
Pennsylvania
$168K +$4.69K +47 +3%
WTG
873
West Tower Group
Virginia
$164K -$99.8K -1,000 -40%
AA
874
Alta Advisers
United Kingdom
$164K
AWM
875
Avondale Wealth Management
Texas
$164K