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Freshworks
FRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
251
Washington Trust Advisors
Massachusetts
$7.6K – – –
CA
252
Clearstead Advisors
Ohio
$7K – – –
GI
253
GAMMA Investing
California
$5.53K +$4.86K +342 New
S
254
SignatureFD
Georgia
$4.64K -$171 -12 -4%
GM
255
GeoWealth Management
Illinois
$4.51K +$3.96K +279 New
PWMG
256
Private Wealth Management Group
New Jersey
$4.5K +$2.63K +185 +199%
VCM
257
Versant Capital Management
Arizona
$3.59K -$483 -34 -13%
SCM
258
Sterling Capital Management
North Carolina
$3.38K +$28 +2 +1%
AWM
259
Avior Wealth Management
Nebraska
$3.02K -$654 -46 -20%
BAM
260
Bellevue Asset Management
Washington
$2.88K – – –
RIL
261
Rothschild Investment LLC
Illinois
$2.67K -$924 -65 -28%
PA
262
Parallel Advisors
California
$2.46K +$1.68K +118 +347%
WWM
263
Wolff Wiese Magana
California
$2.09K – – –
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07K – – –
SAM
265
Smartleaf Asset Management
Massachusetts
$1.49K +$270 +19 +26%
GRP
266
Global Retirement Partners
California
$1.46K – – –
LSA
267
Leonteq Securities AG
Switzerland
$1.42K -$108K -7,601 -99%
BIA
268
Bell Investment Advisors
California
$1.12K +$981 +69 New
HCP
269
Hexagon Capital Partners
Arkansas
$922 +$810 +57 New
SIC
270
Salem Investment Counselors
North Carolina
$793 – – –
PIM
271
Plato Investment Management
Australia
$682 – – –
AAP
272
Arax Advisory Partners
Colorado
$663 +$583 +41 New
LFG
273
Larson Financial Group
Missouri
$420 +$369 +26 New
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$404 -$205K -14,400 -100%
FFA
275
Farther Finance Advisors
California
$404 – – –
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11
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