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CaliberCos
CWD
CWD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $340K | – | – | – |
|
2
Capital Insight Partners
Scottsdale,
Arizona
| $80.6K | -$40.1K | -1,669 | -29% |
|
3
Fortitude Family Office
Scottsdale,
Arizona
| $48.3K | – | – | – |
|
4
Citadel Advisors
Miami,
Florida
| $28.3K | +$34K | +1,415 | New |
|
5
1776 Wealth
Atlanta,
Georgia
| $25K | – | – | – |
|
6
Koshinski Asset Management
Decatur,
Illinois
| $25K | +$30K | +1,250 | New |
|
7
Trajan Wealth
Scottsdale,
Arizona
| $22.1K | +$26.5K | +1,103 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | – | – | – |
|
9
Renaissance Technologies
New York
| $18K | +$21.5K | +895 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $10.9K | -$24 | -1 | -0.2% |
|
11
Vanguard Group
Malvern,
Pennsylvania
| $10.1K | +$12.2K | +506 | New |
|
12
Tower Research Capital (TRC)
New York
| $2.27K | -$168 | -7 | -6% |
|
13
Qube Research & Technologies (QRT)
London,
United Kingdom
| $700 | – | – | – |
|
14
WR Wealth Planners
Columbia,
Missouri
| $446 | +$529 | +22 | New |
|
15
JP Morgan Chase
New York
| $20 | – | – | – |
|
16
Tidemark
San Diego,
California
| – | -$960 | -37 | Closed |
|