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Clarivate

Name Holding Trade Value Shares
Change
Change in
Stake
WETS
201
Wealth Enhancement Trust Services
South Dakota
$3.58K +$4.05K +1,656 New
PLU
202
Performa Ltd (US)
South Carolina
$2.7K -$7.21K -2,950 -70%
EP
203
Essential Partners
California
$2.5K +$2.31K +946 +444%
CA
204
Clearstead Advisors
Ohio
$2.45K +$2.77K +1,133 New
Osaic Holdings
205
Osaic Holdings
Arizona
$2.35K -$905 -370 -25%
GRP
206
Global Retirement Partners
California
$2.04K +$2.31K +946 New
PB
207
Pinnacle Bancorp
Nebraska
$1.84K – – –
SFCL
208
Strengthening Families & Communities LLC
Massachusetts
$1.48K – – –
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1.23K -$1.93K -789 -58%
SIC
210
SJS Investment Consulting
Ohio
$1.2K +$1.36K +555 New
QL
211
Quarry LP
New York
$1.04K -$2.19K -895 -65%
SAM
212
Smartleaf Asset Management
Massachusetts
$953 – – –
VCM
213
Versant Capital Management
Arizona
$840 -$941 -385 -50%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$821 -$2.7K -1,104 -74%
FHC
215
First Horizon Corporation
Tennessee
$745 – – –
FFA
216
Farther Finance Advisors
California
$740 -$2.93K -1,200 -78%
KFG
217
Kingdom Financial Group
Arizona
$691 – – –
WPA
218
West Paces Advisors
Georgia
$665 +$753 +308 New
CA
219
CoreCap Advisors
Michigan
$555 – – –
APW
220
Allied Private Wealth
Florida
$419 +$465 +190 New
SWM
221
SHP Wealth Management
Massachusetts
$415 -$149 -61 -24%
TWD
222
True Wealth Design
Ohio
$389 +$440 +180 New
JWA
223
JFS Wealth Advisors
Pennsylvania
$253 – – –
CFO
224
CVA Family Office
Colorado
$235 – – –
CT
225
Clearstead Trust
Maine
$229 +$259 +106 New