We are live on ! Find out more
DASH icon

DoorDash

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
701
Facet Wealth Inc
Maryland
$432K +$135K +577 +38%
CPA
702
Capital Performance Advisors
California
$418K -$220K -939 -34%
DJYG
703
David J. Yvars Group
Florida
$417K -$783K -3,340 -64%
PP
704
PDS Planning
Ohio
$416K +$25.6K +109 +6%
EPW
705
Evolve Private Wealth
California
$415K +$430K +1,834 New
CA
706
Cullinan Associates
Kentucky
$413K
WANY
707
Wealthspire Advisors (New York)
New York
$411K +$275K +1,172 +183%
BF
708
BOK Financial
Oklahoma
$408K -$64.7K -276 -13%
CDDEC
709
Caisse Des Depots Et Consignations
France
$406K
FHA
710
Flagship Harbor Advisors
Massachusetts
$402K -$22.5K -96 -5%
KWM
711
Kingsview Wealth Management
Oregon
$402K +$416K +1,775 New
WWM
712
Wolff Wiese Magana
California
$402K -$15.2K -65 -4%
LAM
713
L2 Asset Management
Massachusetts
$400K +$32.4K +138 +8%
Kayne Anderson Rudnick Investment Management
714
Kayne Anderson Rudnick Investment Management
California
$397K +$406K +1,730 +7,864%
AWM
715
AE Wealth Management
Kansas
$396K -$7.27K -31 -2%
AF
716
Allworth Financial
California
$396K -$126K -537 -23%
ERWM
717
Elk River Wealth Management
Colorado
$396K
DT
718
Diversified Trust
Tennessee
$395K -$1.47M -6,266 -78%
BCM
719
Bannerstone Capital Management
Minnesota
$393K +$407K +1,734 New
LA
720
LVW Advisors
New York
$388K -$41.8K -178 -9%
CAG
721
Crestwood Advisors Group
Massachusetts
$384K -$11.3K -48 -3%
CI
722
Conning Inc
Connecticut
$381K +$17.6K +75 +5%
SAM
723
Stansberry Asset Management
Texas
$379K
WFI
724
West Family Investments
California
$379K
MCCA
725
Mill Creek Capital Advisors
Pennsylvania
$375K +$469 +2 +0.1%