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EverQuote

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
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
Parallel Advisors
206
Parallel Advisors
California
$1.6K – – –
MAI Capital Management
207
MAI Capital Management
Ohio
$1.26K +$1.23K +52 New
W
208
WealthCollab
Washington
$1.23K +$1.21K +51 New
MassMutual Private Wealth & Trust
209
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$1.09K +46 New
Brooklyn Investment Group
210
Brooklyn Investment Group
New York
$1.02K – – –
Huntington National Bank
211
Huntington National Bank
Ohio
$967 +$166 +7 +21%
SouthState Corp
212
SouthState Corp
Florida
$944 – – –
Larson Financial Group
213
Larson Financial Group
Missouri
$846 +$237 +10 +40%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$605 – – –
SignatureFD
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
Freestone Grove Partners
220
Freestone Grove Partners
California
– -$9.93M -379,008 Closed
Baillie Gifford & Co
221
Baillie Gifford & Co
United Kingdom
– -$5.8M -221,286 Closed
Granahan Investment Management
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