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Expensify

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$8K -$2.28K -2,034 -31%
EWA
77
EverSource Wealth Advisors
Alabama
$7.61K +$2.64K +2,351 +124%
TRCT
78
Tower Research Capital (TRC)
New York
$7.08K -$17.4K -15,463 -80%
AF
79
Allworth Financial
California
$6.74K +$3.71K +3,304 +720%
EP
80
Essential Partners
California
$4.87K -$2.13K -1,903 -41%
UBS AM
81
UBS AM
Illinois
$3.44K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$2.56K +$99 +88 +7%
RIL
83
Rothschild Investment LLC
Illinois
$2.45K +$1.25K +1,114 +440%
SS
84
SBI Securities
Japan
$1.6K +$150 +134 +18%
TWD
85
True Wealth Design
Ohio
$1.35K +$806 +718 +2,112%
FFA
86
Farther Finance Advisors
California
$1.25K +$787 +701 New
PUI
87
Purpose Unlimited Inc
$1.18K – – –
HFS
88
Hantz Financial Services
Michigan
$1K +$561 +500 New
IA
89
IFP Advisors
Florida
$870 +$229 +204 +72%
Wells Fargo
90
Wells Fargo
California
$362 -$26.1K -23,280 -99%
FFO
91
Fortitude Family Office
Arizona
$320 +$201 +179 New
CIAM
92
Caitong International Asset Management
Hong Kong
$224 +$140 +125 New
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$179 -$48.1K -42,857 -100%
SIC
94
SJS Investment Consulting
Ohio
$174 +$84 +75 +341%
Citigroup
95
Citigroup
New York
$59 -$3.3K -2,937 -99%
SAM
96
Smartleaf Asset Management
Massachusetts
$44 – – –
BL
97
BFSG LLC
California
$29 +$18 +16 New
CA
98
Clearstead Advisors
Ohio
$11 +$7 +6 New
APFP
99
Action Point Financial Planning
Michigan
$9 +$6 +5 New
JWM
100
JPL Wealth Management
Colorado
$9 +$6 +5 New