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Klaviyo

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$6.81K
CI Investments Inc
202
CI Investments Inc
Ontario, Canada
$4K +$121 +3 +2%
BIG
203
Brooklyn Investment Group
New York
$2.36K +$2.34K +58 +290%
HT
204
Headlands Technologies
Illinois
$2.3K +$3.07K +76 New
PHK
205
Point72 Hong Kong
Hong Kong
$1.99K +$2.66K +66 New
AF
206
Allworth Financial
California
$1.82K +$2.54K +63 New
EWA
207
EverSource Wealth Advisors
Alabama
$1.03K +$565 +14 +70%
HI
208
Harbour Investments
Wisconsin
$908 -$277K -6,868 -100%
S
209
SignatureFD
Georgia
$726 +$968 +24 New
CCM
210
Coldstream Capital Management
Washington
$666 +$887 +22 New
CFO
211
CVA Family Office
Colorado
$605
FC
212
Fairscale Capital
New Hampshire
$454
PA
213
Parallel Advisors
California
$454 +$605 +15 New
BIA
214
Bell Investment Advisors
California
$394
LC
215
Lindbrook Capital
California
$363 +$484 +12 New
TWD
216
True Wealth Design
Ohio
$31 +$40 +1 New
BOCH
217
Blue Owl Capital Holdings
New York
-$44.5M -1,078,770 Closed
Nuveen
218
Nuveen
North Carolina
-$12.5M -304,126 Closed
Alkeon Capital Management
219
Alkeon Capital Management
New York
-$8.25M -200,000 Closed
SSA
220
Sierra Summit Advisors
Nevada
-$7.95M -192,816 Closed
TAM
221
Telemark Asset Management
Massachusetts
-$4.12M -100,000 Closed
KCM
222
Kodai Capital Management
Illinois
-$2.49M -60,470 Closed
PCM
223
Penserra Capital Management
California
-$1.56M -37,891 Closed
Tiger Global Management
224
Tiger Global Management
New York
-$1.44M -35,000 Closed
MSA
225
Marino Stram & Associates
Massachusetts
-$1.36M -32,901 Closed