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Klaviyo

Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
MCF Advisors
Kentucky
$5.68K +$6.62K +205 New
WTA
252
Washington Trust Advisors
Massachusetts
$5.48K +$6.39K +198 New
AF
253
Allworth Financial
California
$5.4K +$4.62K +143 +275%
MWPCG
254
Measured Wealth Private Client Group
New Hampshire
$4.01K +$4.68K +145 New
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$4K +$1.26K +39 +36%
AWM
256
Activest Wealth Management
Florida
$3.27K +$3.81K +118 New
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$3.24K +$3.78K +117 New
FFA
258
Farther Finance Advisors
California
$2.99K +$3.2K +99 +1,100%
EP
259
Essential Partners
California
$2.46K +$97 +3 +3%
CIA
260
Cape Investment Advisory
Georgia
$2.41K
WTC
261
WhitTier Trust Company
Nevada
$2.15K
BAM
262
Bellevue Asset Management
Washington
$2.05K +$2.39K +74 New
MAM
263
Marquette Asset Management
Minnesota
$1.75K +$2.04K +63 New
Optiver Holding
264
Optiver Holding
Netherlands
$1.05K +$1.23K +38 New
PPC
265
Park Place Capital
Alabama
$1.02K
BFS
266
Bare Financial Services
Pennsylvania
$831 +$484 +15 +100%
HI
267
Harbour Investments
Wisconsin
$803 +$937 +29 New
CFO
268
CVA Family Office
Colorado
$554
GI
269
GAMMA Investing
California
$526 -$355 -11 -37%
ASN
270
Advisory Services Network
Georgia
$526 +$614 +19 New
BIA
271
Bell Investment Advisors
California
$471
MCM
272
MAI Capital Management
Ohio
$444
FC
273
Fairscale Capital
New Hampshire
$415
KG
274
Kilter Group
New York
$250 -$1.07K -33 -79%
ACM
275
Aster Capital Management
United Arab Emirates
$28 +$32 +1 New