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DXYZ

Destiny Tech100

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.23M +$174K +4,594 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.7M -$2.54M -66,868 -60%
LPL Financial
3
LPL Financial
California
$1.63M +$903K +23,795 +125%
KAS
4
Kestra Advisory Services
Texas
$953K +$331K +8,721 +54%
UBS Group
5
UBS Group
Switzerland
$777K +$375K +9,893 +94%
Stifel Financial
6
Stifel Financial
Missouri
$710K +$134K +3,536 +23%
Invesco
7
Invesco
Georgia
$686K -$69.2K -1,825 -9%
SAM
8
Strategy Asset Managers
California
$686K
Mariner
9
Mariner
Kansas
$646K +$416K +10,953 +183%
Jane Street
10
Jane Street
New York
$604K -$411K -10,839 -41%
WS
11
Wedbush Securities
California
$583K -$59.8K -1,575 -9%
EAM
12
Evanson Asset Management
California
$571K
PAG
13
Private Advisor Group
New Jersey
$412K -$34.1K -900 -8%
FAIM
14
Financial Advocates Investment Management
Washington
$379K +$10.5K +277 +3%
OCM
15
One Capital Management
California
$322K +$531 +14 +0.2%
WIM
16
WealthPlan Investment Management
Nebraska
$313K +$683 +18 +0.2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$296K +$295K +7,768 New
Creative Planning
18
Creative Planning
Kansas
$282K -$38K -1,001 -12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$281K +$280K +7,371 New
GAM
20
Griffin Asset Management
New York
$258K
HI
21
Harbour Investments
Wisconsin
$249K +$188K +4,956 +312%
VWA
22
Visionary Wealth Advisors
Illinois
$239K +$238K +6,267 New
Osaic Holdings
23
Osaic Holdings
Arizona
$237K +$12.1K +318 +5%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$236K
P
25
&Partners
Tennessee
$233K +$212K +5,578 New