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CCC Intelligent Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
PPC
301
Park Place Capital
Alabama
$13K – – –
TPCW
302
TD Private Client Wealth
New York
$10.4K -$8.51K -1,720 -46%
BW
303
Basepoint Wealth
Iowa
$10.3K +$9.89K +2,000 New
NB
304
NBH Bank
Colorado
$8.59K +$8.23K +1,664 New
LFG
305
Larson Financial Group
Missouri
$7.08K -$1.66K -336 -20%
BTI
306
Blue Trust Inc
Georgia
$6.49K +$6.14K +1,242 +7,763%
MEG
307
Millstone Evans Group
Colorado
$6.05K +$4.38K +885 +308%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$4.51K -$790K -159,766 -99%
SAM
309
Smartleaf Asset Management
Massachusetts
$3.89K – – –
SEP
310
Signature Equity Partners
Ohio
$3.34K +$3.21K +648 New
CIAM
311
Caitong International Asset Management
Hong Kong
$2.93K +$643 +130 +30%
CA
312
Clearstead Advisors
Ohio
$2.76K -$18.2K -3,673 -87%
TWC
313
TD Waterhouse Canada
Ontario, Canada
$2.26K +$2.07K +418 New
BF
314
BOK Financial
Oklahoma
$1.87K +$1.79K +362 New
BIA
315
Bell Investment Advisors
California
$1.86K – – –
TWD
316
True Wealth Design
Ohio
$1.85K -$12.5K -2,535 -88%
BWA
317
Basecamp Wealth Advisors
Washington
$1.79K -$1.97K -399 -53%
AWM
318
Activest Wealth Management
Florida
$1.54K -$2.69K -543 -64%
SIC
319
SJS Investment Consulting
Ohio
$1.22K -$4.89K -988 -81%
SWP
320
Strategic Wealth Partners
Ohio
$1.21K – – –
FFO
321
Fortitude Family Office
Arizona
$1.19K -$99 -20 -8%
PWA
322
Physician Wealth Advisors
Utah
$1.14K +$1.09K +221 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$1.03K -$22K -4,445 -96%
PWPS
324
Pinnacle Wealth Planning Services
Ohio
$955 -$33.1K -6,685 -97%
SWM
325
SHP Wealth Management
Massachusetts
$944 +$40 +8 +5%