We are live on ! Find out more
ULS icon

UL Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
351
Keating Financial Advisory Services
Kansas
$1.37K +$473 +6 +60%
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.29K – – –
RWM
353
Rialto Wealth Management
New York
$1.11K – – –
SWM
354
SHP Wealth Management
Massachusetts
$1.11K +$710 +9 +225%
WA
355
Whipplewood Advisors
Colorado
$1.03K +$946 +12 New
Larson Financial Group
356
Larson Financial Group
Missouri
$857 – – –
VCM
357
Versant Capital Management
Arizona
$686 +$631 +8 New
SBI Securities
358
SBI Securities
Japan
$514 +$79 +1 +20%
RIL
359
Rothschild Investment LLC
Illinois
$514 +$473 +6 New
Blue Trust Inc
360
Blue Trust Inc
Georgia
$343 – – –
Central Trust Company
361
Central Trust Company
Missouri
$343 – – –
KG
362
Kilter Group
New York
$343 +$315 +4 New
VWM
363
Vermillion Wealth Management
Minnesota
$343 +$315 +4 New
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$258 -$158 -2 -40%
BHWM
365
Bay Harbor Wealth Management
Maryland
$257 +$158 +2 +200%
HIA
366
HFM Investment Advisors
New Jersey
$171 – – –
DF
367
Dunhill Financial
United Kingdom
$105 – – –
SIC
368
SJS Investment Consulting
Ohio
$86 -$158 -2 -67%
EP
369
Essential Partners
California
$86 -$79 -1 -50%
CW
370
Curio Wealth
Maryland
$86 +$79 +1 New
Norges Bank
371
Norges Bank
Norway
– -$72.7M -922,133 Closed
ZP
372
Zimmer Partners
New York
– -$35.1M -444,790 Closed
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
– -$32.9M -417,459 Closed
Point72 Asset Management
374
Point72 Asset Management
Connecticut
– -$16.1M -204,200 Closed
MIM
375
Monashee Investment Management
Massachusetts
– -$10.3M -130,000 Closed