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Klaviyo

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
226
Caitong International Asset Management
Hong Kong
$8.61K -$19.6K -698 -72%
SPIA
227
Steward Partners Investment Advisory
New York
$7.31K
EP
228
Essential Partners
California
$6.49K +$3.11K +111 +125%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$6.46K -$7.06K -252 -56%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$5.84K -$11.9K -425 -70%
EWA
231
EverSource Wealth Advisors
Alabama
$5.65K -$1.76K -63 -27%
OCM
232
Osbon Capital Management
Massachusetts
$5.62K +$4.85K +173 New
QCG
233
Quadrant Capital Group
Ohio
$5.49K -$2.86K -102 -38%
RIL
234
Rothschild Investment LLC
Illinois
$4.87K +$4.2K +150 New
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$4.71K
MAM
236
Marquette Asset Management
Minnesota
$4.22K +$1.88K +67 +106%
CIA
237
Cape Investment Advisory
Georgia
$3.96K +$980 +35 +40%
BAM
238
Bellevue Asset Management
Washington
$3.77K +$1.18K +42 +57%
WTC
239
WhitTier Trust Company
Nevada
$3.6K +$1.15K +41 +49%
FFO
240
Fortitude Family Office
Arizona
$3.08K +$2.66K +95 New
AWM
241
Activest Wealth Management
Florida
$2.47K -$1.18K -42 -36%
NIG
242
NFJ Investment Group
Texas
$2.44K +$2.1K +75 New
CA
243
CoreCap Advisors
Michigan
$1.92K +$1.65K +59 New
TWD
244
True Wealth Design
Ohio
$1.75K +$1.51K +54 New
BFS
245
Bare Financial Services
Pennsylvania
$1.69K +$616 +22 +73%
GI
246
GAMMA Investing
California
$1.43K +$700 +25 +132%
CFO
247
CVA Family Office
Colorado
$1.27K +$532 +19 +95%
PPC
248
Park Place Capital
Alabama
$1.2K
TRCT
249
Tower Research Capital (TRC)
New York
$1.14K -$163K -5,814 -99%
BWL
250
Bogart Wealth LLC
Virginia
$1.1K +$952 +34 New