We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1001
Capital Performance Advisors
California
$2.02K +$2.01K +15 New
WCM
1002
Winthrop Capital Management
Indiana
$2K – – –
HWA
1003
Heritage Wealth Advisors
Virginia
$1.75K +$1.74K +13 New
CSWM
1004
Cassady Schiller Wealth Management
Ohio
$1.22K – – –
GWM
1005
Geneos Wealth Management
Colorado
$1.22K +$401 +3 +50%
JFG
1006
JDM Financial Group
Texas
$1.08K +$1.07K +8 New
TWD
1007
True Wealth Design
Ohio
$946 – – –
FNWA
1008
Financial Network Wealth Advisors
Utah
$945 +$937 +7 New
WPA
1009
West Paces Advisors
Georgia
$810 – – –
CPG
1010
Cornerstone Planning Group
New Jersey
$779 – – –
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$675 – – –
ZB
1012
Zions Bancorporation
Utah
$540 -$2.01K -15 -79%
SWA
1013
SOA Wealth Advisors
New York
$421 – – –
CA
1014
Crewe Advisors
Utah
$271 -$160K -1,198 -100%
PA
1015
Pineridge Advisors
Missouri
$270 – – –
RWM
1016
Reston Wealth Management
Virginia
$270 +$268 +2 New
WBC
1017
West Branch Capital
Massachusetts
$136 +$134 +1 New
CAS
1018
Coppell Advisory Solutions
Texas
$135 – – –
BAM
1019
Belpointe Asset Management
Nevada
$12 – – –
DWM
1020
Dogwood Wealth Management
Kansas
$2 – – –
Balyasny Asset Management
1021
Balyasny Asset Management
Illinois
– -$120M -881,084 Closed
CHP
1022
Castle Hook Partners
New York
– -$85.6M -631,096 Closed
Point72 Asset Management
1023
Point72 Asset Management
Connecticut
– -$48.2M -355,729 Closed
PAMP
1024
Polar Asset Management Partners
Ontario, Canada
– -$25.7M -189,300 Closed
Lord, Abbett & Co
1025
Lord, Abbett & Co
New Jersey
– -$22.4M -165,431 Closed