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Maplebear

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Smartleaf Asset Management
Massachusetts
$1.6K +$228 +6 +16%
CIAM
427
Caitong International Asset Management
Hong Kong
$1.46K +$1.37K +36 +1,200%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$1.27K -$3.79K -100 -75%
BDPWM
429
Barnes Dennig Private Wealth Management
Ohio
$1.27K
TM
430
Torren Management
California
$1.24K
BIA
431
Bell Investment Advisors
California
$1.2K -$3.53K -93 -74%
HI
432
Harbour Investments
Wisconsin
$1.16K +$1.06K +28 +933%
BHWM
433
Bay Harbor Wealth Management
Maryland
$1.12K +$683 +18 +150%
CMA
434
Cedar Mountain Advisors
Oregon
$1.05K
PWPS
435
Pinnacle Wealth Planning Services
Ohio
$1.01K -$228 -6 -18%
IWS
436
Intentional Wealth Strategies
Colorado
$1.01K +$1.02K +27 New
CH
437
Cromwell Holdings
Wyoming
$974 +$379 +10 +63%
IAS
438
IMA Advisory Services
Colorado
$861 -$152 -4 -15%
SIC
439
SJS Investment Consulting
Ohio
$825
LWMI
440
Legacy Wealth Management (Idaho)
Idaho
$712 -$2.62K -69 -78%
RWM
441
Raffa Wealth Management
District of Columbia
$712 +$76 +2 +12%
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$637
VWM
443
Vermillion Wealth Management
Minnesota
$599 +$607 +16 New
CT
444
Clearstead Trust
Maine
$562 -$3.87K -102 -87%
SC
445
SouthState Corp
Florida
$562
TPWA
446
Twin Peaks Wealth Advisors
California
$562 +$569 +15 New
SWM
447
Spire Wealth Management
Virginia
$535 +$531 +14 New
CFM
448
Cornerstone Financial Management
Massachusetts
$524 +$114 +3 +27%
MAM
449
Marquette Asset Management
Minnesota
$487 -$2.2K -58 -82%
BFS
450
Bare Financial Services
Pennsylvania
$450 +$455 +12 New