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EverQuote

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$9.97K +$3.74K +204 +95%
SPIA
202
Steward Partners Investment Advisory
New York
$9.87K +$275 +15 +4%
FFA
203
Farther Finance Advisors
California
$9.86K -$10K -547 -57%
TWD
204
True Wealth Design
Ohio
$7.71K +$5.28K +288 +800%
W
205
WealthCollab
Washington
$7.66K +$3.04K +166 +106%
SAM
206
Smartleaf Asset Management
Massachusetts
$7.61K – – –
EP
207
Essential Partners
California
$6.9K +$330 +18 +7%
CMA
208
Cedar Mountain Advisors
Oregon
$6.54K – – –
LFG
209
Larson Financial Group
Missouri
$6.21K +$4.16K +227 +668%
BBHC
210
Brown Brothers Harriman & Co
New York
$4.85K – – –
CA
211
Clearstead Advisors
Ohio
$4.09K +$3.15K +172 New
SS
212
SBI Securities
Japan
$3.83K -$37 -2 -1%
MAM
213
Marquette Asset Management
Minnesota
$3.69K -$1.89K -103 -40%
CT
214
Colonial Trust
South Carolina
$3.41K – – –
RWM
215
Raffa Wealth Management
District of Columbia
$3.07K +$2.36K +129 New
BIA
216
Bell Investment Advisors
California
$2.76K +$2.13K +116 New
CIAM
217
Caitong International Asset Management
Hong Kong
$2.62K +$2.02K +110 New
WETS
218
Wealth Enhancement Trust Services
South Dakota
$2.45K +$1.89K +103 New
BWA
219
Basecamp Wealth Advisors
Washington
$2.21K +$403 +22 +31%
SGFG
220
Silver Grove Financial Group
New York
$2.17K +$1.67K +91 New
WA
221
WPG Advisers
Maryland
$2.12K +$1.63K +89 New
Optiver Holding
222
Optiver Holding
Netherlands
$2.09K -$2.27K -124 -58%
GRP
223
Global Retirement Partners
California
$2.07K +$1.59K +87 New
New York State Teachers Retirement System (NYSTRS)
224
New York State Teachers Retirement System (NYSTRS)
New York
$2K +$1.83K +100 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.9K +$1.25K +68 +567%