We are live on ! Find out more
NYT icon

New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
351
Lake Point Wealth Management
Texas
$5K – – –
TWA
352
TCI Wealth Advisors
Arizona
$5K +$2.37K +48 +81%
MFAM
353
Motley Fool Asset Management
Virginia
$5K +$4.74K +96 New
LC
354
Lindbrook Capital
California
$4K – – –
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.95K +80 New
CFO
356
CVA Family Office
Colorado
$4K +$4.45K +90 New
APC
357
Aspire Private Capital
North Carolina
$3K -$247 -5 -7%
PO
358
Private Ocean
California
$3K +$3.26K +66 New
First Manhattan
359
First Manhattan
New York
$2K -$45.9K -930 -95%
CCM
360
Covington Capital Management
California
$2K – – –
JWA
361
JFS Wealth Advisors
Pennsylvania
$2K +$1.63K +33 New
AF
362
Advisornet Financial
Minnesota
$2K +$2.22K +45 New
SWA
363
Sutton Wealth Advisors
Florida
$1.01K +$1.04K +21 New
CWA
364
Carolina Wealth Advisors
South Carolina
$1K – – –
PFBT
365
Parkside Financial Bank & Trust
Missouri
$1K +$543 +11 +183%
SC
366
Schubert & Co
Texas
$1K +$692 +14 New
GWS
367
Glassman Wealth Services
Virginia
$1K +$889 +18 New
DAM
368
Delta Asset Management
Tennessee
$1K +$1.24K +25 New
TPCW
369
TD Private Client Wealth
New York
$628 +$642 +13 New
RWM
370
Raffa Wealth Management
District of Columbia
$580 – – –
DCP
371
D1 Capital Partners
New York
– -$154M -3,126,719 Closed
Citadel Advisors
372
Citadel Advisors
Florida
– -$41.7M -844,093 Closed
AIM
373
Achmea Investment Management
Netherlands
– -$23.3M -472,400 Closed
Public Sector Pension Investment Board (PSP Investments)
374
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$20.9M -425,000 Closed
TGCMU
375
Titan Global Capital Management USA
New York
– -$6.97M -141,428 Closed