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EverCommerce

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$3K
EI
77
Ellevest Inc
New York
$2.32K +$831 +86 +65%
Osaic Holdings
78
Osaic Holdings
Arizona
$1.76K
FFA
79
Farther Finance Advisors
California
$1.48K
BAAM
80
Baker Avenue Asset Management
California
$561 +$512 +53 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$476
US Bancorp
82
US Bancorp
Minnesota
$328 +$299 +31 New
AF
83
Allworth Financial
California
$307
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
-$3.06M -411,052 Closed
ECM
85
Element Capital Management
New York
-$1.28M -172,426 Closed
Marshall Wace
86
Marshall Wace
United Kingdom
-$921K -123,724 Closed
WCM
87
Westerly Capital Management
California
-$781K -105,000 Closed
AC
88
Aristides Capital
Kentucky
-$160K -21,530 Closed
PCM
89
Prelude Capital Management
New York
-$108K -14,490 Closed
SFS
90
Summit Financial Strategies
Ohio
-$91K -12,226 Closed
Invesco
91
Invesco
Georgia
-$74.7K -10,037 Closed
Russell Investments Group
92
Russell Investments Group
United Kingdom
-$14.2K -1,906 Closed
Allspring Global Investments
93
Allspring Global Investments
North Carolina
-$13.7K -1,846 Closed
Federated Hermes
94
Federated Hermes
Pennsylvania
-$260 -35 Closed
SFG
95
Steward Financial Group
Texas
+$10 +1 New
C
96
Covestor
United Kingdom
+$19 +2 +8%