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DXYZ

Destiny Tech100

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.95M +$3.72M +78,539 +238%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.91M -$131K -2,776 -5%
AC
3
Aristides Capital
Kentucky
$1M +$1.34M +28,350 New
Jane Street
4
Jane Street
New York
$945K -$312K -6,593 -20%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$742K +$38.2K +808 +4%
Invesco
6
Invesco
Georgia
$702K +$431K +9,114 +85%
LPL Financial
7
LPL Financial
California
$672K +$249K +5,260 +38%
SAM
8
Strategy Asset Managers
California
$637K
WS
9
Wedbush Securities
California
$597K +$798K +16,870 New
KAS
10
Kestra Advisory Services
Texas
$577K +$771K +16,296 New
Stifel Financial
11
Stifel Financial
Missouri
$535K +$170K +3,587 +31%
EAM
12
Evanson Asset Management
California
$531K
PAG
13
Private Advisor Group
New Jersey
$415K +$554K +11,720 New
UBS Group
14
UBS Group
Switzerland
$372K +$356K +7,516 +251%
FAIM
15
Financial Advocates Investment Management
Washington
$343K +$30K +634 +7%
OCM
16
One Capital Management
California
$298K
Creative Planning
17
Creative Planning
Kansas
$297K +$68.3K +1,443 +21%
WIM
18
WealthPlan Investment Management
Nebraska
$290K
SG Americas Securities
19
SG Americas Securities
New York
$276K +$370K +7,811 New
GAM
20
Griffin Asset Management
New York
$240K -$78.1K -1,650 -20%
AAS
21
Avantax Advisory Services
Texas
$235K +$124K +2,627 +65%
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$219K -$298K -6,300 -50%
Mariner
23
Mariner
Kansas
$212K
Osaic Holdings
24
Osaic Holdings
Arizona
$209K +$59K +1,247 +27%
VF
25
Virtu Financial
New York
$206K -$269K -5,691 -49%