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Freshworks

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$268K +$38.2K +2,278 +14%
DWM
202
Dakota Wealth Management
Florida
$267K +$317K +18,945 New
TC
203
Truvestments Capital
Florida
$244K +$290K +17,307 New
MF
204
Magnetar Financial
Illinois
$237K -$310K -18,503 -52%
FRA
205
Frank Rimerman Advisors
California
$227K
Prudential Financial
206
Prudential Financial
New Jersey
$221K +$14.6K +870 +6%
X
207
Xponance
Pennsylvania
$220K +$12.7K +758 +5%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$215K +$94.1K +5,618 +58%
CGL
209
Clarius Group LLC
Washington
$215K +$787 +47 +0.3%
JSL
210
JT Stratford LLC
Georgia
$209K -$89K -5,312 -26%
VCA
211
Verdence Capital Advisors
Maryland
$204K +$242K +14,477 New
CSP
212
Cary Street Partners
Virginia
$204K
BCM
213
Bayesian Capital Management
New York
$200K -$1.14M -68,100 -83%
KWM
214
Keebeck Wealth Management
Illinois
$185K +$220K +13,118 New
BCM
215
BluePointe Capital Management
California
$176K +$23.3K +1,393 +13%
PMAM
216
Picton Mahoney Asset Management
Ontario, Canada
$175K +$208K +12,389 New
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$175K +$34.9K +2,086 +20%
QCM
218
Quantinno Capital Management
New York
$174K +$206K +12,314 New
OC
219
Oppenheimer & Co
New York
$168K +$199K +11,900 New
PA
220
PharVision Advisers
Florida
$167K -$185K -11,074 -48%
American Century Companies
221
American Century Companies
Missouri
$166K -$255K -15,238 -56%
ECM
222
Everence Capital Management
Indiana
$166K
ANTB
223
AMG National Trust Bank
Colorado
$161K
CIP
224
Cornerstone Investment Partners
Georgia
$159K -$16.5K -986 -8%
PCM
225
Parsons Capital Management
Rhode Island
$156K