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EverCommerce

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$201
IWC
77
Integrated Wealth Concepts
Massachusetts
$191 +$201 +19 New
FFA
78
Farther Finance Advisors
California
$171 -$212 -20 -54%
CIAM
79
Caitong International Asset Management
Hong Kong
$141 +$148 +14 New
TFA
80
Transamerica Financial Advisors
Florida
$90 +$95 +9 New
CA
81
Clearstead Advisors
Ohio
$51 +$53 +5 New
EP
82
Essential Partners
California
$50 -$64 -6 -55%
JWA
83
JFS Wealth Advisors
Pennsylvania
$41
American Century Companies
84
American Century Companies
Missouri
-$317K -27,731 Closed
Mariner
85
Mariner
Kansas
-$118K -10,302 Closed
OSAM
86
O'Shaughnessy Asset Management
Connecticut
-$116K -10,173 Closed
ACM
87
Aquatic Capital Management
Illinois
-$40.3K -3,527 Closed
QCG
88
Quadrant Capital Group
Ohio
-$5.65K -494 Closed
S
89
SignatureFD
Georgia
-$4.12K -360 Closed
HNB
90
Huntington National Bank
Ohio
-$3.42K -299 Closed
ACM
91
Aster Capital Management
United Arab Emirates
-$968 -96 Closed
PA
92
Parallel Advisors
California
-$572 -50 Closed
BFS
93
Bare Financial Services
Pennsylvania
-$491 -43 Closed
ASN
94
Advisory Services Network
Georgia
-$160 -14 Closed
RFP
95
Root Financial Partners
California
-$160 -14 Closed
TWD
96
True Wealth Design
Ohio
-$115 -10 Closed
Simplex Trading
97
Simplex Trading
Illinois
-$57 -5 Closed