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Freshworks

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
226
Washington Trust Advisors
Massachusetts
$11.3K +$4.7K +227 +58%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.46K +457 +737%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$6K +$2.01K +97 +40%
EL
229
EMFO LLC
Florida
$5.59K
FHA
230
First Horizon Advisors
Tennessee
$4.48K +$5.09K +246 New
PWMG
231
Private Wealth Management Group
New Jersey
$4.41K +$1.55K +75 +45%
PA
232
Parallel Advisors
California
$3.64K +$4.14K +200 New
AA
233
Ancora Advisors
Ohio
$3.08K
BAM
234
Bellevue Asset Management
Washington
$2.69K
VCM
235
Versant Capital Management
Arizona
$2.29K
IA
236
IFP Advisors
Florida
$1.88K +$1.08K +52 +102%
GRP
237
Global Retirement Partners
California
$1.64K
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K
PS
239
Principal Securities
Iowa
$1.33K -$124 -6 -8%
IFAM
240
Institutional & Family Asset Management
Colorado
$1.02K
AW
241
Avion Wealth
Texas
$1K +$579 +28 New
AF
242
Allworth Financial
California
$929 +$124 +6 +13%
SIC
243
Salem Investment Counselors
North Carolina
$893 +$1.01K +49 New
PIM
244
Plato Investment Management
Australia
$765
SAM
245
Smartleaf Asset Management
Massachusetts
$741 +$848 +41 New
FFA
246
Farther Finance Advisors
California
$639 -$207 -10 -22%
EWA
247
EverSource Wealth Advisors
Alabama
$375
RIL
248
Rothschild Investment LLC
Illinois
$273 +$310 +15 New
CA
249
CoreCap Advisors
Michigan
$182 +$207 +10 New
Capital World Investors
250
Capital World Investors
California
-$50.5M -2,149,287 Closed