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Clarivate

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$25K +$24.5K +1,477 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$21K +$13.4K +810 +180%
WTA
253
Washington Trust Advisors
Massachusetts
$17K +$2.88K +174 +20%
PFS
254
Prospera Financial Services
Texas
$14K +$13.8K +830 New
CCA
255
Column Capital Advisors
Indiana
$13K +$2.4K +145 +23%
GRP
256
Global Retirement Partners
California
$13K +$14.9K +897 New
EI
257
Ellevest Inc
New York
$12K +$11.8K +714 New
SFCL
258
Strengthening Families & Communities LLC
Massachusetts
$10K +$9.88K +596 New
SWM
259
Spire Wealth Management
Virginia
$9K -$1.79K -108 -17%
HNB
260
Huntington National Bank
Ohio
$8K +$7.67K +463 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$6K +$3.66K +221 +160%
PLU
262
Performa Ltd (US)
South Carolina
$6K +$4.56K +275 +367%
WT
263
Washington Trust
Rhode Island
$5K +$945 +57 +24%
HR
264
Howe & Rusling
New York
$4K +$464 +28 +12%
KFP
265
KB Financial Partners
New Jersey
$4K +$663 +40 +21%
PCG
266
Private Capital Group
Connecticut
$2K -$7.63K -460 -78%
MAM
267
Meeder Asset Management
Ohio
$2K
SPIA
268
Steward Partners Investment Advisory
New York
$2K +$1.57K +95 New
TAIM
269
TD Ameritrade Investment Management
Nebraska
$2K +$2.04K +123 New
Jones Financial Companies
270
Jones Financial Companies
Missouri
$2K +$2.32K +140 New
SWA
271
Sutton Wealth Advisors
Florida
$1.16K +$298 +18 +35%
S
272
SignatureFD
Georgia
$1K -$35.8K -2,158 -98%
FHA
273
First Horizon Advisors
Tennessee
$1K -$1.67K -101 -77%
PA
274
Parallel Advisors
California
$1K -$1.33K -80 -60%
BWM
275
BerganKDV Wealth Management
Minnesota
$1K -$481 -29 -25%