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Expensify

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$247 +$113 +71 +77%
PA
102
Parallel Advisors
California
$151 – – –
IA
103
IFP Advisors
Florida
$109 -$474 -299 -81%
SS
104
Sunbelt Securities
Texas
$107 +$67 +42 +145%
RIL
105
Rothschild Investment LLC
Illinois
$89 +$94 +59 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$76 +$65 +41 +456%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$15 – – –
SIC
108
SJS Investment Consulting
Ohio
$5 +$5 +3 New
CA
109
Clearstead Advisors
Ohio
$4 -$314 -198 -99%
CI
110
Ceera Investments
Texas
– -$821K -443,640 Closed
Victory Capital Management
111
Victory Capital Management
Texas
– -$355K -191,764 Closed
Federated Hermes
112
Federated Hermes
Pennsylvania
– -$298K -161,146 Closed
MFA
113
Morling Financial Advisors
California
– -$276K -149,024 Closed
Verition Fund Management
114
Verition Fund Management
Connecticut
– -$103K -55,912 Closed
SMAM
115
Sugar Maple Asset Management
Wisconsin
– -$94.3K -51,000 Closed
HIM
116
Hillsdale Investment Management
Ontario, Canada
– -$50K -27,038 Closed
Squarepoint
117
Squarepoint
New York
– -$26.8K -14,499 Closed
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
– -$21.9K -12,907 Closed
AAP
119
Arax Advisory Partners
Colorado
– -$14.8K -8,017 Closed
GSWM
120
Golden State Wealth Management
California
– -$102 -55 Closed
WWA
121
Wealth Watch Advisors
Colorado
– -$26 -14 Closed