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Privia Health

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$5.25K +$5.35K +302 New
WTA
202
Washington Trust Advisors
Massachusetts
$4.88K
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$4.67K -$5.1K -288 -51%
PA
204
Parallel Advisors
California
$3.74K +$1.47K +83 +63%
CFM
205
Catalyst Funds Management
Australia
$3.48K -$159K -9,000 -98%
PD
206
Point72 (DIFC)
United Arab Emirates
$3.41K -$342K -19,292 -99%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$3.27K +$957 +54 +40%
CPG
208
Cornerstone Planning Group
New Jersey
$3.08K -$3.77K -213 -57%
SWM
209
Spire Wealth Management
Virginia
$2.26K -$443 -25 -16%
FFA
210
Farther Finance Advisors
California
$2.22K
BTI
211
Blue Trust Inc
Georgia
$2.04K +$1.84K +104 New
BAM
212
Bellevue Asset Management
Washington
$1.84K
GRP
213
Global Retirement Partners
California
$1.63K
UB
214
UMB Bank
Missouri
$1.46K +$779 +44 +110%
BHWM
215
Beaird Harris Wealth Management
Texas
$1.32K +$1.35K +76 New
Russell Investments Group
216
Russell Investments Group
United Kingdom
$1.25K +$602 +34 +89%
AAP
217
Arax Advisory Partners
Colorado
$1.2K +$1.22K +69 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.04K
AF
219
Advisornet Financial
Minnesota
$643 +$443 +25 +208%
EWA
220
EverSource Wealth Advisors
Alabama
$622 +$531 +30 New
BIA
221
Bell Investment Advisors
California
$470 +$478 +27 New
RIL
222
Rothschild Investment LLC
Illinois
$261 +$89 +5 +50%
A
223
AlphaQuest
New York
$209
AWM
224
Abound Wealth Management
Tennessee
$192
LFG
225
Larson Financial Group
Missouri
$17 +$18 +1 New