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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