We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$845 +$796 +22 New
BAAM
202
Baker Avenue Asset Management
California
$537 – – –
BAM
203
Belpointe Asset Management
Nevada
$537 +$507 +14 New
GTAM
204
Global Trust Asset Management
Florida
$384 – – –
PTC
205
Private Trust Company
Ohio
$384 – – –
GWS
206
Glassman Wealth Services
Virginia
$307 – – –
JWA
207
JFS Wealth Advisors
Pennsylvania
$269 +$36 +1 +17%
DI
208
Disciplined Investments
Oklahoma
$77 – – –
HNB
209
Huntington National Bank
Ohio
$77 – – –
SIC
210
SJS Investment Consulting
Ohio
$39 -$36 -1 -50%
CPA
211
Cardiff Park Advisors
California
– -$11.9M -371,057 Closed
Wellington Management Group
212
Wellington Management Group
Massachusetts
– -$6.68M -208,529 Closed
EGI
213
EAM Global Investors
California
– -$1.31M -40,929 Closed
EI
214
EAM Investors
California
– -$891K -27,786 Closed
WP
215
Woodline Partners
California
– -$786K -24,527 Closed
ACM
216
Aquatic Capital Management
Illinois
– -$571K -17,800 Closed
TI
217
Trexquant Investment
Connecticut
– -$450K -14,037 Closed
DA
218
Duality Advisers
Florida
– -$429K -13,393 Closed
DTL
219
Dynamic Technology Lab
Singapore
– -$417K -13,015 Closed
Squarepoint
220
Squarepoint
New York
– -$412K -12,866 Closed
FRM
221
Fox Run Management
Connecticut
– -$367K -11,466 Closed
PI
222
PEAK6 Investments
Illinois
– -$365K -11,392 Closed
HSBC Holdings
223
HSBC Holdings
United Kingdom
– -$332K -10,302 Closed
GCM
224
Graham Capital Management
Connecticut
– -$306K -9,551 Closed
PFG
225
PAX Financial Group
Texas
– -$300K -9,359 Closed