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DXYZ

Destiny Tech100

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
151
Kerr Financial Planning
California
$258
CPG
152
Cornerstone Planning Group
New Jersey
$202 -$10.5K -278 -97%
AF
153
Advisornet Financial
Minnesota
$77
NM
154
Newtyn Management
New York
-$9.24M -345,000 Closed
Jane Street
155
Jane Street
New York
-$5.24M -139,301 Closed
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
-$1.7M -63,381 Closed
NIM
157
Niles Investment Management
Florida
-$650K -24,257 Closed
KPWS
158
Kestra Private Wealth Services
Texas
-$645K -24,095 Closed
Point72 Asset Management
159
Point72 Asset Management
Connecticut
-$609K -22,744 Closed
TCWM
160
Total Clarity Wealth Management
Illinois
-$542K -20,252 Closed
GWMR
161
GC Wealth Management RIA
Massachusetts
-$482K -18,000 Closed
GSIAS
162
Garden State Investment Advisory Services
New Jersey
-$447K -16,679 Closed
WWA
163
WCG Wealth Advisors
Nevada
-$419K -15,660 Closed
CBU
164
CIBC Bancorp USA
Illinois
-$409K -15,291 Closed
NFG
165
Nations Financial Group
Iowa
-$376K -14,026 Closed
QCM
166
Quantinno Capital Management
New York
-$317K -11,832 Closed
Mariner
167
Mariner
Kansas
-$295K -11,010 Closed
EH
168
Equitable Holdings
New York
-$326K -10,630 Closed
CF
169
Carlson Financial
Oregon
-$269K -10,034 Closed
GC
170
Gibson Capital
Pennsylvania
-$268K -10,000 Closed
VWA
171
Visionary Wealth Advisors
Illinois
-$204K -7,633 Closed
CMP
172
Coston McIsaac & Partners
Maine
-$87K -3,262 Closed
CWIG
173
Chung Wu Investment Group
Texas
-$80.3K -3,000 Closed
ASN
174
Advisory Services Network
Georgia
-$67.4K -2,516 Closed
PPA
175
Pilgrim Partners Asia
Singapore
-$44.5K -1,660 Closed