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EverQuote

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Continuum Advisory
Idaho
$1.55K +$1.19K +65 New
AssetMark Inc
227
AssetMark Inc
California
$1.48K – – –
TM
228
Torren Management
California
$1.17K – – –
AW
229
Avion Wealth
Texas
$1K +$605 +33 +87%
AG
230
AmeriFlex Group
Nevada
$928 +$715 +39 New
SIC
231
SJS Investment Consulting
Ohio
$857 +$312 +17 +89%
PWA
232
Physician Wealth Advisors
Utah
$762 +$586 +32 New
PA
233
Parallel Advisors
California
$761 +$403 +22 +220%
US Bancorp
234
US Bancorp
Minnesota
$761 +$421 +23 +256%
FFO
235
Fortitude Family Office
Arizona
$666 +$513 +28 New
NA
236
NewEdge Advisors
Louisiana
$523 – – –
RF
237
Rossby Financial
Florida
$357 -$18 -1 -6%
CPG
238
Cornerstone Planning Group
New Jersey
$324 – – –
JWM
239
JPL Wealth Management
Colorado
$310 – – –
CA
240
CoreCap Advisors
Michigan
$309 – – –
SHIM
241
Stone House Investment Management
Pennsylvania
$285 – – –
HNB
242
Huntington National Bank
Ohio
$24 – – –
HFS
243
Hughes Financial Services
Virginia
$24 +$18 +1 New
HAI
244
Hennessy Advisors Inc
California
– -$5.45M -353,600 Closed
EIM
245
Essex Investment Management
Massachusetts
– -$3.35M -217,075 Closed
Point72 Asset Management
246
Point72 Asset Management
Connecticut
– -$1.34M -86,761 Closed
GCP
247
GSA Capital Partners
United Kingdom
– -$1.09M -70,422 Closed
HF
248
HRT Financial
New York
– -$884K -57,365 Closed
CC
249
Clearline Capital
New York
– -$828K -53,724 Closed
Vontobel Holding
250
Vontobel Holding
Switzerland
– -$603K -39,123 Closed