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Freshworks

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Advisors Asset Management
Colorado
$24.4K -$10.2K -607 -26%
WTC
252
WhitTier Trust Company
Nevada
$17.7K +$21K +1,254 New
Optiver Holding
253
Optiver Holding
Netherlands
$16.7K +$837 +50 +4%
SS
254
SBI Securities
Japan
$16.1K +$9.45K +564 +98%
HIA
255
Harbor Investment Advisory
Maryland
$15.2K +$3.4K +203 +23%
PCC
256
Park Circle Company
Maryland
$14.1K +$16.8K +1,000 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$12.8K +$14.7K +880 New
EWA
258
EverSource Wealth Advisors
Alabama
$12K +$4.92K +294 +53%
GI
259
GAMMA Investing
California
$9.37K +$5.39K +322 +94%
TWD
260
True Wealth Design
Ohio
$9.26K +$10.8K +644 +5,367%
SSG
261
Summit Securities Group
New York
$8.78K +$10.4K +622 New
BTI
262
Blue Trust Inc
Georgia
$8.59K
SAM
263
S.A. Mason
Michigan
$8.47K +$10.1K +600 New
RFS
264
Richardson Financial Services
Massachusetts
$7.42K +$8.81K +526 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$7.35K +$8.73K +521 New
LC
266
Lindbrook Capital
California
$7.21K +$50 +3 +0.6%
RA
267
Rise Advisors
New York
$7.13K +$8.46K +505 New
WTA
268
Washington Trust Advisors
Massachusetts
$6.63K
CA
269
Clearstead Advisors
Ohio
$6.11K
S
270
SignatureFD
Georgia
$5.83K +$2.11K +126 +44%
PG
271
Proffitt & Goodson
Tennessee
$5.64K +$6.7K +400 New
RIL
272
Rothschild Investment LLC
Illinois
$4.87K +$3.02K +180 +109%
PA
273
Parallel Advisors
California
$4.29K +$2.55K +152 +100%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$4.12K +$4.89K +292 New
PWMG
275
Private Wealth Management Group
New Jersey
$3.92K