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Ibotta

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$41.6K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$36.9K +$37.6K +804 +392%
PWAM
103
Private Wealth Asset Management
Iowa
$36.6K +$46.7K +1,000 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$35K +$30.5K +653 +225%
ACM
105
Aster Capital Management
United Arab Emirates
$25.3K +$6.07K +130 +23%
AB
106
Amalgamated Bank
New York
$20K
QL
107
Quarry LP
New York
$19.9K +$25.4K +544 New
CIAM
108
Caitong International Asset Management
Hong Kong
$17.6K +$22.5K +482 New
Osaic Holdings
109
Osaic Holdings
Arizona
$15.6K +$11K +236 +124%
Federated Hermes
110
Federated Hermes
Pennsylvania
$8.2K -$304K -6,516 -97%
C
111
Covestor
United Kingdom
$8K +$10.4K +222 +11,100%
S
112
SignatureFD
Georgia
$7.65K +$9.34K +200 +2,222%
US Bancorp
113
US Bancorp
Minnesota
$6.33K +$6.77K +145 +518%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$5.49K
BNP Paribas Asset Management
115
BNP Paribas Asset Management
France
$5K +$6.49K +139 New
Russell Investments Group
116
Russell Investments Group
United Kingdom
$4.14K +$3.08K +66 +140%
AF
117
Allworth Financial
California
$3.08K -$467 -10 -11%
GI
118
GAMMA Investing
California
$2.93K +$1.54K +33 +70%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$2.25K +$981 +21 +53%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$2.05K -$1.4K -30 -35%
TFM
121
TFC Financial Management
Massachusetts
$1.94K +$2.48K +53 New
CA
122
Clearstead Advisors
Ohio
$1.61K +$2.06K +44 New
SCM
123
Sterling Capital Management
North Carolina
$1.17K +$747 +16 +100%
BIG
124
Brooklyn Investment Group
New York
$806 -$4.16K -89 -80%
EWA
125
EverSource Wealth Advisors
Alabama
$512 +$47 +1 +8%