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CS Disco

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$930 +$244 +63 +34%
AAM
102
Advisors Asset Management
Colorado
$877 – – –
SCM
103
Sterling Capital Management
North Carolina
$843 -$740 -191 -46%
PWMG
104
Private Wealth Management Group
New Jersey
$726 +$744 +192 New
BWA
105
Basecamp Wealth Advisors
Washington
$590 -$225 -58 -27%
PWA
106
Physician Wealth Advisors
Utah
$545 -$252 -65 -31%
W
107
WealthCollab
Washington
$537 – – –
FFO
108
Fortitude Family Office
Arizona
$499 +$74 +19 +17%
GI
109
GAMMA Investing
California
$473 +$8 +2 +2%
CA
110
Clearstead Advisors
Ohio
$420 +$430 +111 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$382 -$44.1K -11,365 -99%
IA
112
IFP Advisors
Florida
$348 +$194 +50 +119%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$276 – – –
SIC
114
SJS Investment Consulting
Ohio
$182 +$163 +42 +700%
CIAM
115
Caitong International Asset Management
Hong Kong
$140 +$143 +37 New
TFA
116
Transamerica Financial Advisors
Florida
$60 – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$53 – – –
HNB
118
Huntington National Bank
Ohio
$12 – – –
JWM
119
JPL Wealth Management
Colorado
$8 +$8 +2 New
ACH
120
ArrowMark Colorado Holdings
Colorado
– -$2.28M -596,976 Closed
EIM
121
Essex Investment Management
Massachusetts
– -$2.06M -539,314 Closed
SEI Investments
122
SEI Investments
Pennsylvania
– -$708K -185,435 Closed
LCM
123
Legato Capital Management
California
– -$645K -168,921 Closed
XT
124
XTX Topco
Cayman Islands
– -$353K -92,409 Closed
BFM
125
Boothbay Fund Management
New York
– -$129K -33,699 Closed