We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
901
Trifecta Capital Advisors
Illinois
$1.16K – – –
FG
902
Fairman Group
Pennsylvania
$1.16K – – –
CAS
903
Coppell Advisory Solutions
Texas
$973 – – –
AP
904
Atwood & Palmer
Missouri
$970 -$628 -3 -38%
EWM
905
Evermay Wealth Management
Virginia
$970 – – –
CA
906
Continuum Advisory
Idaho
$824 +$209 +1 +25%
TWD
907
True Wealth Design
Ohio
$776 – – –
VAMG
908
Voisard Asset Management Group
Michigan
$776 +$837 +4 New
TFM
909
TFC Financial Management
Massachusetts
$582 -$837 -4 -57%
CAM
910
ClariVest Asset Management
California
$457 – – –
CT
911
Colonial Trust
South Carolina
$389 +$418 +2 New
CWC
912
Carolinas Wealth Consulting
North Carolina
$388 -$628 -3 -60%
NL
913
NVWM LLC
Pennsylvania
$388 -$418 -2 -50%
WA
914
WestEnd Advisors
North Carolina
$388 – – –
HPC
915
HM Payson & Co
Maine
$194 +$209 +1 New
ACA
916
American Capital Advisory
Idaho
$12 – – –
PCFFS
917
Pacific Center for Financial Services
California
$8 – – –
DWM
918
Dogwood Wealth Management
Kansas
$3 – – –
Alyeska Investment Group
919
Alyeska Investment Group
Illinois
– -$93M -401,005 Closed
Balyasny Asset Management
920
Balyasny Asset Management
Illinois
– -$82.6M -394,887 Closed
PCH
921
Polar Capital Holdings
United Kingdom
– -$52.2M -225,000 Closed
ZIG
922
Zurich Insurance Group
Switzerland
– -$22.9M -98,642 Closed
CCM
923
Cutter Capital Management
New York
– -$17.8M -76,726 Closed
GGHC
924
Gilder Gagnon Howe & Co
New York
– -$13.2M -57,031 Closed
CCP
925
Clough Capital Partners
Massachusetts
– -$9.92M -42,800 Closed