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CS Disco

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$1.13K -$58 -15 -5%
FFA
102
Farther Finance Advisors
California
$930 +$244 +63 +34%
AAM
103
Advisors Asset Management
Colorado
$877
SCM
104
Sterling Capital Management
North Carolina
$843 -$740 -191 -46%
PWMG
105
Private Wealth Management Group
New Jersey
$726 +$744 +192 New
BWA
106
Basecamp Wealth Advisors
Washington
$590 -$225 -58 -27%
PWA
107
Physician Wealth Advisors
Utah
$545 -$252 -65 -31%
W
108
WealthCollab
Washington
$537
FFO
109
Fortitude Family Office
Arizona
$499 +$74 +19 +17%
GI
110
GAMMA Investing
California
$473 +$8 +2 +2%
CA
111
Clearstead Advisors
Ohio
$420 +$430 +111 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$382 -$44.1K -11,365 -99%
IA
113
IFP Advisors
Florida
$348 +$194 +50 +119%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$276
SIC
115
SJS Investment Consulting
Ohio
$182 +$163 +42 +700%
CIAM
116
Caitong International Asset Management
Hong Kong
$140 +$143 +37 New
TFA
117
Transamerica Financial Advisors
Florida
$60
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$53
HNB
119
Huntington National Bank
Ohio
$12
JWM
120
JPL Wealth Management
Colorado
$8 +$8 +2 New
ACH
121
ArrowMark Colorado Holdings
Colorado
-$2.28M -596,976 Closed
EIM
122
Essex Investment Management
Massachusetts
-$2.06M -539,314 Closed
SEI Investments
123
SEI Investments
Pennsylvania
-$708K -185,435 Closed
LCM
124
Legato Capital Management
California
-$645K -168,921 Closed
XT
125
XTX Topco
Cayman Islands
-$353K -92,409 Closed