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Certara

Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$4.74K +$219 +20 +5%
QC
202
Quent Capital
New York
$3.18K +$2.84K +260 New
MCM
203
MAI Capital Management
Ohio
$3.13K -$448 -41 -14%
GLF
204
Groupe la Francaise
France
$3.11K +$3.28K +300 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.48K -135 -33%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$2.5K +$2.24K +205 New
QCG
207
Quadrant Capital Group
Ohio
$2.42K +$2.17K +198 New
HFS
208
Hantz Financial Services
Michigan
$2K +$1.38K +126 +350%
T. Rowe Price Investment Management
209
T. Rowe Price Investment Management
Maryland
$2K +$1.56K +143 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$1.91K +$1.71K +156 New
TPCW
211
TD Private Client Wealth
New York
$1.38K
CT
212
Clearstead Trust
Maine
$1.34K -$558 -51 -32%
GSWM
213
Golden State Wealth Management
California
$1.33K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$1.28K +$1.15K +105 New
RFP
215
Root Financial Partners
California
$1.26K +$1.13K +103 New
S
216
SignatureFD
Georgia
$1.25K -$569 -52 -34%
CTWM
217
Cherry Tree Wealth Management
Minnesota
$1.22K
HBW
218
Hazlett, Burt & Watson
West Virginia
$1K
C
219
Covestor
United Kingdom
$1K +$438 +40 +400%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$978
SHIM
221
Stone House Investment Management
Pennsylvania
$880 +$788 +72 New
Jones Financial Companies
222
Jones Financial Companies
Missouri
$861 -$6.38K -583 -89%
FFA
223
Farther Finance Advisors
California
$819 +$263 +24 +56%
TWD
224
True Wealth Design
Ohio
$746 +$98 +9 +17%
SC
225
SouthState Corp
Florida
$673 -$219 -20 -27%