We are live on ! Find out more
TTD icon

Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
851
Koshinski Asset Management
Illinois
$213K +$194K +1,944 New
GT
852
Glenmede Trust
Pennsylvania
$213K -$15.9K -159 -8%
PL
853
Plancorp LLC
Missouri
$213K +$193K +1,939 New
AAS
854
Annex Advisory Services
Wisconsin
$210K +$191K +1,913 New
Bank Julius Baer & Co
855
Bank Julius Baer & Co
Switzerland
$209K +$161K +1,611 New
AWM
856
Abound Wealth Management
Tennessee
$208K +$2.69K +27 +1%
RCAG
857
Rehmann Capital Advisory Group
Michigan
$208K +$189K +1,894 New
FTWA
858
Fifth Third Wealth Advisors
Ohio
$207K +$189K +1,891 New
PCS
859
Personal CFO Solutions
New Jersey
$207K +$189K +1,891 New
CA
860
Claris Advisors
Missouri
$204K +$186K +1,861 New
AA
861
Advisory Alpha
Michigan
$204K +$185K +1,859 New
BWP
862
Balboa Wealth Partners
Arizona
$203K +$184K +1,847 New
LJAC
863
L.J. Altfest & Co
New York
$202K +$183K +1,839 New
IIC
864
Integrated Investment Consultants
Michigan
$202K +$184K +1,840 New
MIC
865
Means Investment Company
Maine
$201K +$183K +1,836 New
KA
866
Kovack Advisors
Florida
$201K +$183K +1,834 New
HNB
867
Huntington National Bank
Ohio
$190K +$32.1K +322 +23%
TIM
868
Thompson Investment Management
Wisconsin
$187K – – –
WTC
869
WhitTier Trust Company
Nevada
$184K +$61.3K +614 +58%
RMC
870
Resources Management Corp
Connecticut
$183K – – –
RDFA
871
Ritter Daniher Financial Advisory
Ohio
$178K -$1.1K -11 -0.7%
ADL
872
Asset Dedication LLC
California
$172K – – –
TFA
873
Toth Financial Advisory
Virginia
$170K +$34.9K +350 +29%
PCMC
874
Planning Capital Management Corporation
Pennsylvania
$168K +$4.69K +47 +3%
WTG
875
West Tower Group
Virginia
$164K -$99.8K -1,000 -40%