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EverQuote

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$1.86K -$781K -32,983 -100%
TC
202
Truvestments Capital
Florida
$1.74K
RIL
203
Rothschild Investment LLC
Illinois
$1.69K +$474 +20 +40%
US Bancorp
204
US Bancorp
Minnesota
$1.67K +$1.49K +63 +1,050%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$1.67K +$1.64K +69 New
PA
206
Parallel Advisors
California
$1.6K
MCM
207
MAI Capital Management
Ohio
$1.26K +$1.23K +52 New
W
208
WealthCollab
Washington
$1.23K +$1.21K +51 New
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$1.09K +46 New
BIG
210
Brooklyn Investment Group
New York
$1.02K
HNB
211
Huntington National Bank
Ohio
$967 +$166 +7 +21%
SC
212
SouthState Corp
Florida
$944
LFG
213
Larson Financial Group
Missouri
$846 +$237 +10 +40%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$605
S
215
SignatureFD
Georgia
$532 -$308 -13 -37%
TCM
216
TD Capital Management
Tennessee
$484
Walleye Trading
217
Walleye Trading
New York
$339 -$41K -1,731 -99%
CIAM
218
Caitong International Asset Management
Hong Kong
$97 -$7.27K -307 -99%
AssetMark Inc
219
AssetMark Inc
California
$73 +$71 +3 New
FGP
220
Freestone Grove Partners
California
-$9.93M -379,008 Closed
Baillie Gifford & Co
221
Baillie Gifford & Co
United Kingdom
-$5.8M -221,286 Closed
GIM
222
Granahan Investment Management
Massachusetts
-$5.24M -200,076 Closed
EI
223
EAM Investors
California
-$3.31M -126,449 Closed
LCG
224
Lisanti Capital Growth
New York
-$2.85M -108,670 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$2.64M -100,617 Closed