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CaliberCos
CWD
CWD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $463K | – | – | – |
|
2
Capital Insight Partners
Scottsdale,
Arizona
| $226K | – | – | – |
|
3
1776 Wealth
Atlanta,
Georgia
| $34K | +$8.33K | +250 | +25% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $14.9K | +$18.2K | +546 | New |
|
6
Qube Research & Technologies (QRT)
London,
United Kingdom
| $959 | +$1.17K | +35 | New |
|
7
WR Wealth Planners
Columbia,
Missouri
| $607 | – | – | – |
|
8
Citadel Advisors
Miami,
Florida
| – | -$55.7K | -1,452 | Closed |
|
|
GSC
9
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$21.4K | -556 | Closed |
|
10
Toth Financial Advisory
Leesburg,
Virginia
| – | -$573 | -15 | Closed |
|