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Privia Health

Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Colonial Trust
South Carolina
$14.9K +$5.24K +234 +60%
GI
202
GAMMA Investing
California
$14.2K +$15.7K +703 New
HNB
203
Huntington National Bank
Ohio
$10.5K +$2.98K +133 +41%
QL
204
Quarry LP
New York
$10K -$14.3K -640 -59%
CPG
205
Cornerstone Planning Group
New Jersey
$9.88K +$1.34K +60 +16%
TWM
206
Tradition Wealth Management
Minnesota
$9K
NICM
207
Neo Ivy Capital Management
New York
$9K +$8.33K +372 New
S
208
SignatureFD
Georgia
$8.61K +$7.97K +356 +1,978%
WTA
209
Washington Trust Advisors
Massachusetts
$6.47K
CFGS
210
Concourse Financial Group Securities
Alabama
$6.1K -$3.76K -168 -39%
VWM
211
Venturi Wealth Management
Texas
$5.78K
EWA
212
EverSource Wealth Advisors
Alabama
$4.17K +$4.05K +181 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$4K -$649 -29 -14%
TPCW
214
TD Private Client Wealth
New York
$3.64K +$1.59K +71 +82%
BAM
215
Bellevue Asset Management
Washington
$2.44K
GRP
216
Global Retirement Partners
California
$2.01K +$2.1K +94 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1.96K +$1.9K +85 New
SWM
218
Spire Wealth Management
Virginia
$1.9K
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.38K
Russell Investments Group
220
Russell Investments Group
United Kingdom
$1.18K +$448 +20 +65%
LC
221
Lindbrook Capital
California
$967 -$269 -12 -22%
AF
222
Allworth Financial
California
$300 +$45 +2 +18%
AWM
223
Abound Wealth Management
Tennessee
$254 +$246 +11 New
CWC
224
Carolinas Wealth Consulting
North Carolina
$247 +$22 +1 +10%
FFA
225
Farther Finance Advisors
California
$46 +$45 +2 New