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Privia Health

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$10K +$40 +2 +0.5%
VWM
202
Venturi Wealth Management
Texas
$8.39K
C
203
Covestor
United Kingdom
$8K -$773 -39 -8%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$7.88K -$5.73K -289 -42%
WTA
205
Washington Trust Advisors
Massachusetts
$5.49K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4.4K
UB
207
UMB Bank
Missouri
$4.34K -$377 -19 -8%
PS
208
Principal Securities
Iowa
$4.18K +$1.05K +53 +33%
PA
209
Parallel Advisors
California
$3.93K -$634 -32 -14%
CPG
210
Cornerstone Planning Group
New Jersey
$3.66K
CIAM
211
Caitong International Asset Management
Hong Kong
$2.93K +$2.97K +150 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.78K
Amundi
213
Amundi
France
$2.45K +$2.32K +117 New
GRP
214
Global Retirement Partners
California
$2.23K +$1.19K +60 +111%
BAM
215
Bellevue Asset Management
Washington
$2.07K
SCM
216
Sterling Capital Management
North Carolina
$2.03K
Bessemer Group
217
Bessemer Group
New Jersey
$2K +$1.8K +91 New
Russell Investments Group
218
Russell Investments Group
United Kingdom
$1.76K
BIG
219
Brooklyn Investment Group
New York
$1.62K +$1.65K +83 New
RIL
220
Rothschild Investment LLC
Illinois
$1.56K -$99 -5 -6%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.17K
JSAM
222
J. Safra Asset Management
New York
$1.17K +$416 +21 +54%
SPIA
223
Steward Partners Investment Advisory
New York
$1.15K +$1.17K +59 New
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$1K
APW
225
Aventura Private Wealth
Florida
$665 +$674 +34 New