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Freshworks

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bare Financial Services
Pennsylvania
$1.57K +$1.04K +88 +220%
SS
302
Sunbelt Securities
Texas
$1.56K +$1.5K +127 New
BIA
303
Bell Investment Advisors
California
$1.42K +$1.37K +116 New
FC
304
Financial Consulate
Maryland
$1.23K +$1.18K +100 New
BWM
305
Bullock Wealth Management
Indiana
$1.19K – – –
ZBNA
306
Zions Bancorporation, National Association
Utah
$1.13K +$1.09K +92 New
AAP
307
Arax Advisory Partners
Colorado
$956 -$371K -31,439 -100%
SIC
308
SJS Investment Consulting
Ohio
$907 +$874 +74 New
AssetMark Inc
309
AssetMark Inc
California
$894 +$626 +53 +265%
KG
310
Kilter Group
New York
$735 +$709 +60 New
KFAS
311
Keating Financial Advisory Services
Kansas
$662 +$638 +54 New
MCM
312
Manchester Capital Management
Vermont
$662 +$638 +54 New
TPCW
313
TD Private Client Wealth
New York
$662 +$638 +54 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$576 +$225 +19 +68%
PIM
315
Plato Investment Management
Australia
$554 – – –
OC
316
Optima Capital
Oregon
$502 +$484 +41 New
WIM
317
Westside Investment Management
California
$441 +$425 +36 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$306 -$2.6K -220 -90%
MCM
319
MAI Capital Management
Ohio
$270 +$12 +1 +5%
PWPS
320
Pinnacle Wealth Planning Services
Ohio
$270 +$260 +22 New
GFA
321
Godfrey Financial Associates
New York
$205 +$2.42K +205 New
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$172 +$142 +12 +600%
RWM
323
Rialto Wealth Management
New York
$160 +$47 +4 +44%
CA
324
CoreCap Advisors
Michigan
$123 -$2.42K -205 -95%
HIA
325
HFM Investment Advisors
New Jersey
$123 +$95 +8 +400%