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Datadog

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
601
Institute for Wealth Management
Colorado
$616K +$37.5K +272 +7%
HI
602
Hudock Inc
Pennsylvania
$614K +$31.4K +228 +6%
RSWM
603
Robertson Stephens Wealth Management
California
$611K
EI
604
Ellevest Inc
New York
$610K +$151K +1,097 +34%
HWM
605
HB Wealth Management
Georgia
$609K +$128K +929 +28%
SFA
606
Sequoia Financial Advisors
Ohio
$606K +$128K +926 +28%
CCFM
607
Clear Creek Financial Management
Washington
$601K -$274K -1,990 -32%
MG
608
Marex Group
$590K +$570K +4,140 New
MA
609
MJP Associates
Connecticut
$589K -$65K -472 -10%
KPWS
610
Kestra Private Wealth Services
Texas
$585K +$162K +1,176 +40%
MOS
611
MGO One Seven
Ohio
$582K +$80.3K +583 +17%
William Blair Investment Management
612
William Blair Investment Management
Illinois
$582K -$298M -2,166,992 -100%
ATPW
613
Ashton Thomas Private Wealth
Arizona
$576K +$50K +363 +10%
WDC
614
Woodward Diversified Capital
California
$572K -$3.17K -23 -0.6%
II
615
Inspire Investing
Idaho
$570K -$17.5K -127 -3%
AL
616
Aspiriant LLC
California
$570K +$551K +4,002 New
YMRC
617
Yorktown Management & Research Company
Virginia
$570K
FCH
618
Freestone Capital Holdings
Washington
$563K +$545K +3,955 New
OQS
619
Occudo Quantitative Strategies
Florida
$563K -$2.81M -20,399 -84%
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$562K -$136K -990 -20%
HH
621
Hilltop Holdings
Texas
$549K -$423K -3,071 -44%
FFA
622
Farther Finance Advisors
California
$543K +$205K +1,491 +64%
BP
623
BBR Partners
New York
$543K +$525K +3,811 New
SCP
624
Sivia Capital Partners
California
$541K +$1.38K +10 +0.3%
BP
625
Ballentine Partners
Massachusetts
$540K +$6.75K +49 +1%