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EverQuote

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$1.9K +$1.25K +68 +567%
CA
227
Continuum Advisory
Idaho
$1.55K +$1.19K +65 New
AssetMark Inc
228
AssetMark Inc
California
$1.48K
TM
229
Torren Management
California
$1.17K
AW
230
Avion Wealth
Texas
$1K +$605 +33 +87%
AG
231
AmeriFlex Group
Nevada
$928 +$715 +39 New
SIC
232
SJS Investment Consulting
Ohio
$857 +$312 +17 +89%
PWA
233
Physician Wealth Advisors
Utah
$762 +$586 +32 New
PA
234
Parallel Advisors
California
$761 +$403 +22 +220%
US Bancorp
235
US Bancorp
Minnesota
$761 +$421 +23 +256%
FFO
236
Fortitude Family Office
Arizona
$666 +$513 +28 New
NA
237
NewEdge Advisors
Louisiana
$523
RF
238
Rossby Financial
Florida
$357 -$18 -1 -6%
CPG
239
Cornerstone Planning Group
New Jersey
$324
JWM
240
JPL Wealth Management
Colorado
$310
CA
241
CoreCap Advisors
Michigan
$309
SHIM
242
Stone House Investment Management
Pennsylvania
$285
HNB
243
Huntington National Bank
Ohio
$24
HFS
244
Hughes Financial Services
Virginia
$24 +$18 +1 New
HAI
245
Hennessy Advisors Inc
California
-$5.45M -353,600 Closed
EIM
246
Essex Investment Management
Massachusetts
-$3.35M -217,075 Closed
Point72 Asset Management
247
Point72 Asset Management
Connecticut
-$1.34M -86,761 Closed
GCP
248
GSA Capital Partners
United Kingdom
-$1.09M -70,422 Closed
HF
249
HRT Financial
New York
-$884K -57,365 Closed
CC
250
Clearline Capital
New York
-$828K -53,724 Closed