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RingCentral
RNG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
251
BOK Financial Private Wealth
Colorado
$4.85K +$6.11K +196 New
CCM
252
Coldstream Capital Management
Washington
$3.62K +$4.55K +146 New
S
253
SignatureFD
Georgia
$3.56K – – –
MG
254
Mather Group
Illinois
$3.54K – – –
SW
255
SVB Wealth
Massachusetts
$3.34K +$4.21K +135 New
FFA
256
Farther Finance Advisors
California
$3.22K +$3.12K +100 +370%
NA
257
NewEdge Advisors
Louisiana
$2.97K +$3.74K +120 New
LSA
258
Leonteq Securities AG
Switzerland
$2.85K +$62 +2 +2%
AF
259
Advisornet Financial
Minnesota
$2.5K +$3.15K +101 New
CYG
260
Clean Yield Group
Vermont
$2.48K – – –
CA
261
CoreCap Advisors
Michigan
$2.48K – – –
CIA
262
Cape Investment Advisory
Georgia
$2.33K – – –
HWM
263
Hemington Wealth Management
Virginia
$2K -$250 -8 -7%
EWA
264
EverSource Wealth Advisors
Alabama
$1.63K -$6.42K -206 -76%
W
265
WealthCollab
Washington
$1.58K -$3.99K -128 -67%
DWM
266
Darwin Wealth Management
Florida
$1.54K – – –
CFFP
267
Center for Financial Planning
Michigan
$1.36K – – –
QC
268
Quent Capital
New York
$1.31K +$94 +3 +6%
SAM
269
Smartleaf Asset Management
Massachusetts
$1.28K -$4.62K -148 -75%
PMAM
270
Picton Mahoney Asset Management
Ontario, Canada
$1K -$19.4K -622 -94%
WA
271
WPG Advisers
Maryland
$990 +$967 +31 +344%
AF
272
Allworth Financial
California
$951 +$1.19K +38 New
BIA
273
Bell Investment Advisors
California
$793 – – –
TWD
274
True Wealth Design
Ohio
$619 -$18.1K -580 -96%
RWPA
275
Richard W. Paul & Associates
Michigan
$569 -$281 -9 -28%
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