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EverQuote

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$7.57K – – –
Leonteq Securities AG
152
Leonteq Securities AG
Switzerland
$7K – – –
Federation des caisses Desjardins du Quebec
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.5K +$5.19K +275 New
SBI Securities
154
SBI Securities
Japan
$5.28K +$4.99K +264 New
GAMMA Investing
155
GAMMA Investing
California
$4.7K +$2.83K +150 +176%
Smartleaf Asset Management
156
Smartleaf Asset Management
Massachusetts
$4.57K +$1.04K +55 +31%
VCM
157
Versant Capital Management
Arizona
$4.5K +$3.48K +184 +449%
Cullen/Frost Bankers
158
Cullen/Frost Bankers
Texas
$3.62K +$472 +25 +16%
Avior Wealth Management
159
Avior Wealth Management
Nebraska
$3.14K +$1.87K +99 +171%
IFP Advisors
160
IFP Advisors
Florida
$2.8K +$208 +11 +9%
Comerica Bank
161
Comerica Bank
Texas
$2.7K – – –
SIS
162
Sound Income Strategies
Florida
$2K +$1.89K +100 New
Creative Planning
163
Creative Planning
Kansas
$1.62K +$1.53K +81 New
TC
164
Truvestments Capital
Florida
$1.44K – – –
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$1.4K -$1.81K -96 -58%
CA
166
Continuum Advisory
Idaho
$1.34K -$604 -32 -32%
Parallel Advisors
167
Parallel Advisors
California
$1.32K +$302 +16 +32%
Huntington National Bank
168
Huntington National Bank
Ohio
$1.16K – – –
Brooklyn Investment Group
169
Brooklyn Investment Group
New York
$840 +$793 +42 New
TWD
170
True Wealth Design
Ohio
$820 -$2.42K -128 -76%
Sterling Capital Management
171
Sterling Capital Management
North Carolina
$520 – – –
Larson Financial Group
172
Larson Financial Group
Missouri
$300 +$283 +15 New
SignatureFD
173
SignatureFD
Georgia
$280 – – –
EverSource Wealth Advisors
174
EverSource Wealth Advisors
Alabama
$180 +$170 +9 New
Jones Financial Companies
175
Jones Financial Companies
Missouri
$40 – – –