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Freshworks

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91K – – –
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$1.69K +$1.63K +113 New
BWM
278
Bullock Wealth Management
Indiana
$1.47K – – –
AP
279
Aspect Partners
Virginia
$1.12K +$648 +45 +150%
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$1.04K -$720 -50 -42%
FHA
281
First Horizon Advisors
Tennessee
$1.03K +$994 +69 New
TWD
282
True Wealth Design
Ohio
$791 -$8.69K -603 -92%
PIM
283
Plato Investment Management
Australia
$668 +$43 +3 +7%
BFS
284
Bare Financial Services
Pennsylvania
$522 +$504 +35 New
WCM
285
WealthTrak Capital Management
Virginia
$448 +$216 +15 +100%
RS
286
Rakuten Securities
Japan
$447 -$288 -20 -40%
JWA
287
JFS Wealth Advisors
Pennsylvania
$418 +$403 +28 New
MCM
288
MAI Capital Management
Ohio
$314 +$303 +21 New
AssetMark Inc
289
AssetMark Inc
California
$298 +$288 +20 New
CA
290
CoreCap Advisors
Michigan
$149 – – –
SIC
291
SJS Investment Consulting
Ohio
$135 +$130 +9 New
CIAM
292
Caitong International Asset Management
Hong Kong
$119 -$158K -10,997 -100%
FFO
293
Fortitude Family Office
Arizona
$119 +$115 +8 New
HIA
294
HFM Investment Advisors
New Jersey
$30 +$29 +2 New
RWM
295
Rialto Wealth Management
New York
$15 +$14 +1 New
DCM
296
Driehaus Capital Management
Illinois
– -$34.2M -2,426,030 Closed
Artisan Partners
297
Artisan Partners
Wisconsin
– -$26.1M -1,853,143 Closed
JGC
298
J. Goldman & Co
New York
– -$17.7M -1,251,141 Closed
WA
299
WFM Asia
British Virgin Islands
– -$9.88M -700,000 Closed
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
– -$8.75M -619,949 Closed