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Joby Aviation

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$21.7K – – –
RDFA
402
Ritter Daniher Financial Advisory
Ohio
$21.6K – – –
SCM
403
Sterling Capital Management
North Carolina
$21.2K -$13.7K -1,416 -37%
GWM
404
Geneos Wealth Management
Colorado
$20.1K -$30.2K -3,130 -58%
GCM
405
Gunpowder Capital Management
Maryland
$18.7K – – –
CFD
406
Creative Financial Designs
Indiana
$18.5K +$2.9K +300 +17%
T2I
407
Turim 21 Investimentos
Brazil
$18.3K – – –
CA
408
Centerpoint Advisors
Massachusetts
$18K -$483 -50 -2%
HNB
409
Hilltop National Bank
Wyoming
$17.8K – – –
SAS
410
Spurstone Advisory Services
Connecticut
$17.7K +$19.3K +2,000 New
WTC
411
WhitTier Trust Company
Nevada
$16.2K – – –
MSWA
412
Marshall & Sterling Wealth Advisors
New York
$16.1K – – –
VL
413
Vima LLC
Michigan
$15.3K +$16.6K +1,718 New
CFFP
414
Center for Financial Planning
Michigan
$14.1K – – –
WB
415
Webster Bank
Connecticut
$13.4K +$9.66K +1,000 +200%
HPC
416
HM Payson & Co
Maine
$11.9K – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$11.8K +$1.59K +165 +14%
GC
418
Gould Capital
Washington
$11.6K +$9.66K +1,000 +333%
MWA
419
Medallion Wealth Advisors
Connecticut
$10.9K – – –
IWP
420
IAG Wealth Partners
Wisconsin
$10.7K – – –
CA
421
Clearstead Advisors
Ohio
$10.4K +$11.2K +1,162 New
EWA
422
EverSource Wealth Advisors
Alabama
$10.4K -$23.8K -2,461 -68%
AssetMark Inc
423
AssetMark Inc
California
$10.3K -$1.61K -167 -13%
T
424
Tidemark
California
$10.1K +$8.35K +864 +324%
VR
425
Vision Retirement
New Jersey
$9.81K – – –