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Freshworks

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
301
Basecamp Wealth Advisors
Washington
$1.45K +$1.67K +181 New
SIC
302
SJS Investment Consulting
Ohio
$1.21K +$710 +77 +104%
BFS
303
Bare Financial Services
Pennsylvania
$1.04K +$9 +1 +0.8%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03K
CAL
305
Capital Advisors Ltd
Ohio
$1K +$655 +71 New
AW
306
Avion Wealth
Texas
$1K +$1.48K +160 +381%
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$811 +$932 +101 New
FC
308
Financial Consulate
Maryland
$803
CIAM
309
Caitong International Asset Management
Hong Kong
$610 -$7.95K -862 -92%
CSPIA
310
Cary Street Partners Investment Advisory
Virginia
$562 -$1.08K -117 -63%
SS
311
Sunbelt Securities
Texas
$546 -$544 -59 -46%
CFM
312
Cornerstone Financial Management
Massachusetts
$514 +$590 +64 New
PWA
313
Physician Wealth Advisors
Utah
$506 +$581 +63 New
TWM
314
TopTier Wealth Management
Wisconsin
$498 +$572 +62 New
BIM
315
Breakwater Investment Management
Washington
$490 +$563 +61 New
CFO
316
CVA Family Office
Colorado
$482 +$554 +60 New
ZBNA
317
Zions Bancorporation, National Association
Utah
$377 -$415 -45 -49%
PIM
318
Plato Investment Management
Australia
$362
CPG
319
Cornerstone Planning Group
New Jersey
$249 +$249 +27 New
TFA
320
Transamerica Financial Advisors
Florida
$184 +$212 +23 New
PWPS
321
Pinnacle Wealth Planning Services
Ohio
$169 -$9 -1 -5%
RFP
322
Root Financial Partners
California
$145 -$1.85K -201 -92%
CA
323
CoreCap Advisors
Michigan
$80
HFS
324
Hughes Financial Services
Virginia
$40 +$46 +5 New
DF
325
Dunhill Financial
United Kingdom
$34