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Certara

Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$4.31K -$2.46K -208 -36%
EWA
202
EverSource Wealth Advisors
Alabama
$4.21K -$2.09K -177 -33%
SS
203
SBI Securities
Japan
$3.76K +$213 +18 +6%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$3.5K -$62.2K -5,258 -95%
CIAM
205
Caitong International Asset Management
Hong Kong
$3.48K -$33.5K -2,834 -91%
MCM
206
MAI Capital Management
Ohio
$3.48K +$83 +7 +2%
SAM
207
Smartleaf Asset Management
Massachusetts
$3.21K +$3.34K +282 New
BFS
208
Bare Financial Services
Pennsylvania
$2.47K +$1.23K +104 +97%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$2.46K +$1.95K +165 +367%
CT
210
Clearstead Trust
Maine
$1.88K +$1.91K +161 New
S
211
SignatureFD
Georgia
$1.8K +$1.82K +154 New
CW
212
Curio Wealth
Maryland
$1.64K +$1.66K +140 New
TPCW
213
TD Private Client Wealth
New York
$1.32K -$1.2K -101 -47%
GSWM
214
Golden State Wealth Management
California
$1.27K
CTWM
215
Cherry Tree Wealth Management
Minnesota
$1.17K
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.01K
HBW
217
Hazlett, Burt & Watson
West Virginia
$1K
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$936
SC
219
SouthState Corp
Florida
$878 -$1.01K -85 -53%
AF
220
Allworth Financial
California
$644 -$296 -25 -31%
TWD
221
True Wealth Design
Ohio
$609
FFA
222
Farther Finance Advisors
California
$503
AA
223
Ancora Advisors
Ohio
$468 +$473 +40 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$398 -$59 -5 -13%
TFM
225
TFC Financial Management
Massachusetts
$398 +$402 +34 New