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DigitalOcean

Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$336K -$12K -433 -5%
FWM
152
Focused Wealth Management
New York
$332K -$7.61K -275 -3%
TCWM
153
Total Clarity Wealth Management
Illinois
$328K -$22.1K -800 -8%
IIC
154
Integrated Investment Consultants
Michigan
$324K -$65.5K -2,368 -21%
US Bancorp
155
US Bancorp
Minnesota
$317K +$204K +7,374 +589%
PG
156
Prostatis Group
Maryland
$308K +$233K +8,406 New
PFM
157
Premier Fund Managers
United Kingdom
$304K +$221K +7,984 New
American Century Companies
158
American Century Companies
Missouri
$302K +$228K +8,241 New
CA
159
Cetera Advisors
Colorado
$301K -$33.3K -1,203 -13%
Vanguard Personalized Indexing Management
160
Vanguard Personalized Indexing Management
California
$286K +$215K +7,787 New
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$285K +$215K +7,758 New
SFG
162
Synergy Financial Group
California
$282K +$212K +7,679 New
IAS
163
Insigneo Advisory Services
Florida
$274K -$99.2K -3,587 -32%
WDC
164
Woodward Diversified Capital
California
$268K -$33.2K -1,200 -14%
Creative Planning
165
Creative Planning
Kansas
$267K +$201K +7,277 New
BAM
166
Belpointe Asset Management
Nevada
$264K +$199K +7,198 New
EF
167
Empowered Funds
Pennsylvania
$262K +$198K +7,141 New
SAM
168
SP Asset Management
California
$260K +$196K +7,100 New
1WA
169
180 Wealth Advisors
Washington
$257K +$196K +7,103 New
Vontobel Holding
170
Vontobel Holding
Switzerland
$249K +$188K +6,792 New
SOW
171
State of Wyoming
Wyoming
$242K +$116K +4,209 +177%
AIP
172
Ameritas Investment Partners
Nebraska
$241K +$7.3K +264 +4%
PAG
173
Private Advisor Group
New Jersey
$241K +$181K +6,559 New
Victory Capital Management
174
Victory Capital Management
Texas
$240K +$181K +6,533 New
AFG
175
Alterity Financial Group
Maine
$230K +$173K +6,260 New