We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
201
Falcon Wealth Planning
California
$870K +$844K +12,393 New
Balyasny Asset Management
202
Balyasny Asset Management
Illinois
$864K +$462K +6,786 +123%
I
203
INVST
Indiana
$846K +$51.1K +751 +6%
VIM
204
Vinva Investment Management
Australia
$806K +$14.6K +215 +3%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$803K -$11.5M -168,802 -94%
Truist Financial
206
Truist Financial
North Carolina
$783K +$4.9K +72 +0.6%
UWS
207
Unique Wealth Strategies
Illinois
$782K
Vanguard Personalized Indexing Management
208
Vanguard Personalized Indexing Management
California
$781K +$30.4K +446 +4%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$767K -$6.4K -94 -0.9%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$748K -$705K -10,360 -49%
HighTower Advisors
211
HighTower Advisors
Illinois
$746K +$307K +4,511 +74%
BP
212
Ballentine Partners
Massachusetts
$740K +$142K +2,081 +25%
DT
213
Diversified Trust
Tennessee
$726K +$53.8K +790 +8%
Mitsubishi UFJ Trust & Banking
214
Mitsubishi UFJ Trust & Banking
Japan
$714K +$693K +10,178 New
RC
215
RBF Capital
California
$702K
X
216
Xponance
Pennsylvania
$693K -$47.7K -701 -7%
SA
217
Sanctuary Advisors
Indiana
$691K +$717K +10,535 New
S
218
SignatureFD
Georgia
$679K +$31.8K +467 +5%
B
219
Bailard
California
$674K
GM
220
GeoWealth Management
Illinois
$666K +$155K +2,272 +31%
Lazard Asset Management
221
Lazard Asset Management
New York
$651K +$207K +3,038 +49%
Allspring Global Investments
222
Allspring Global Investments
North Carolina
$632K -$6.06K -89 -1%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$632K -$2.78M -40,900 -82%
PCM
224
Penserra Capital Management
California
$621K -$61.8K -908 -9%
CC
225
Centiva Capital
New York
$620K -$297K -4,367 -33%