We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
651
Valley National Advisers
Pennsylvania
$320 -$1.09K -9 -75%
GIA
652
GHP Investment Advisors
Colorado
$320
CCMI
653
Creative Capital Management Investments
California
$320 +$363 +3 New
IPS
654
Investors Portfolio Services
Washington
$320 +$363 +3 New
HIA
655
HFM Investment Advisors
New Jersey
$214 +$121 +1 +100%
HNW
656
High Note Wealth
Minnesota
$213 -$484 -4 -67%
1CP
657
1015 Capital Partners
Pennsylvania
$213
NRG
658
Nemes Rush Group
Michigan
$213
SWM
659
SHP Wealth Management
Massachusetts
$213
CI
660
Cordant Inc
Oregon
$108 +$121 +1 New
SA
661
Seneschal Advisors
Washington
$107
CWP
662
Concord Wealth Partners
Virginia
$107 +$121 +1 New
MWM
663
Mascoma Wealth Management
New Hampshire
$107 +$121 +1 New
Capital World Investors
664
Capital World Investors
California
-$223M -1,362,291 Closed
SPPAM
665
Summit Partners Public Asset Management
Massachusetts
-$107M -653,445 Closed
Lord, Abbett & Co
666
Lord, Abbett & Co
New Jersey
-$65M -397,261 Closed
NCM
667
Nearwater Capital Markets
Ireland
-$49.1M -300,000 Closed
AI
668
Axiom Investors
Connecticut
-$39.2M -239,447 Closed
EQF
669
Evergreen Quality Fund
Cayman Islands
-$38M -232,500 Closed
SPS
670
Susquehanna Portfolio Strategies
Pennsylvania
-$33.9M -207,527 Closed
Loomis, Sayles & Company
671
Loomis, Sayles & Company
Massachusetts
-$31.9M -194,982 Closed
PSC
672
Patient Square Capital
California
-$25.8M -157,500 Closed
NIM
673
NEOS Investment Management
Connecticut
-$18.1M -110,426 Closed
DCM
674
Driehaus Capital Management
Illinois
-$17.2M -105,414 Closed
Parnassus Investments
675
Parnassus Investments
California
-$11.4M -69,515 Closed