We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
2026
Thomas J. Herzfeld Advisors
Florida
$9K -$76.5K -693 -90%
FMP
2027
Financial Management Professionals
Texas
$6K
MFT
2028
Moisand Fitzgerald Tamayo
Florida
$6K
VNA
2029
Valley National Advisers
Pennsylvania
$6K
SHJ
2030
Sharkey, Howes & Javer
Colorado
$5K
WCM
2031
Wealthcare Capital Management
Virginia
$5K +$3.87K +35 +292%
ST
2032
Sageworth Trust
Pennsylvania
$5K +$4.53K +41 New
LWA
2033
Lenox Wealth Advisors
New York
$4K +$2.76K +25 +227%
HIM
2034
Hillsdale Investment Management
Ontario, Canada
$4K +$3.87K +35 New
SAM
2035
Shamrock Asset Management
Texas
$4K +$4.2K +38 New
SMG
2036
Spectrum Management Group
Indiana
$3K -$44.3K -401 -94%
SA
2037
SRH Advisors
Kansas
$3K
Financial Engines Advisors
2038
Financial Engines Advisors
California
$3K +$2.43K +22 New
SIG
2039
Senator Investment Group
New York
-$200M -1,900,000 Closed
NFA
2040
Nationwide Fund Advisors
Ohio
-$148M -1,406,287 Closed
SAM
2041
Sentinel Asset Management
Vermont
-$80.3M -762,800 Closed
PI
2042
PGGM Investments
Netherlands
-$64.8M -616,108 Closed
DCM
2043
Discovery Capital Management
Connecticut
-$48.5M -460,827 Closed
DFO
2044
Duquesne Family Office
New York
-$22.8M -216,400 Closed
C
2045
Consulta
United Kingdom
-$21M -200,000 Closed
PHS
2046
PFM Health Sciences
California
-$20M -190,147 Closed
PC
2047
Passport Capital
California
-$18M -171,339 Closed
Capital Fund Management (CFM)
2048
Capital Fund Management (CFM)
France
-$16.4M -148,228 Closed
DKCM
2049
Davidson Kempner Capital Management
New York
-$13.2M -125,000 Closed
NLI
2050
Nippon Life Insurance
Japan
-$7.13M -67,785 Closed