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Maplebear

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Chilton Capital Management
Texas
$4.98K +$5.04K +133 New
TWD
402
True Wealth Design
Ohio
$4.38K -$11.7K -308 -72%
CA
403
CoreCap Advisors
Michigan
$4.12K
SWP
404
Strategic Wealth Partners
Ohio
$4.08K -$28.9K -762 -87%
AWM
405
Abound Wealth Management
Tennessee
$4.07K
AP
406
Aspect Partners
Virginia
$3.75K
DAM
407
Delta Asset Management
Tennessee
$3.75K
TBFA
408
Three Bearings Fiduciary Advisors
New Hampshire
$3.75K
MB
409
MidFirst Bank
Oklahoma
$3.22K +$3.26K +86 New
LWM
410
Lodestone Wealth Management
Washington
$3.18K
KFAS
411
Keating Financial Advisory Services
Kansas
$3.15K -$341 -9 -10%
AG
412
AmeriFlex Group
Nevada
$2.92K -$3.11K -82 -51%
BCWM
413
Bartlett & Co Wealth Management
Ohio
$2.9K +$2.54K +67 New
QC
414
Quent Capital
New York
$2.77K -$3.3K -87 -54%
FFO
415
Fortitude Family Office
Arizona
$2.66K +$1.37K +36 +103%
JWA
416
JFS Wealth Advisors
Pennsylvania
$2.55K +$1.18K +31 +84%
PWMG
417
Private Wealth Management Group
New Jersey
$2.55K +$2.58K +68 New
BWA
418
Basecamp Wealth Advisors
Washington
$2.51K +$2.54K +67 New
RS
419
Rakuten Securities
Japan
$2.25K -$3.98K -105 -64%
FISPB
420
Fideuram - Intesa Sanpaolo Private Banking
$1.91K
HNW
421
High Note Wealth
Minnesota
$1.91K +$38 +1 +2%
NEWAS
422
N.E.W. Advisory Services
Wisconsin
$1.87K
MG
423
Mather Group
Illinois
$1.87K +$1.9K +50 New
ZBNA
424
Zions Bancorporation, National Association
Utah
$1.8K +$986 +26 +118%
SG
425
Sankala Group
Colorado
$1.79K