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SoundHound AI

Name Holding Trade Value Shares
Change
Change in
Stake
SOW
226
State of Wyoming
Wyoming
$108K +$129K +16,705 New
SIC
227
Sterling Investment Counsel
New York
$108K -$47.2K -6,090 -27%
TPWM
228
Twelve Points Wealth Management
Massachusetts
$104K +$39.2K +5,057 +46%
KFP
229
Kerr Financial Planning
California
$104K -$23.2K -3,000 -16%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$103K -$1.72K -222 -1%
PI
231
PFG Investments
New York
$102K +$123K +15,841 New
AU
232
AlphaGrep UK
$102K +$122K +15,748 New
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$99.1K -$25.2K -3,249 -18%
STA
234
Summit Trail Advisors
New York
$98.9K +$488 +63 +0.4%
JFG
235
Jefferies Financial Group
New York
$97K – – –
FWS
236
FinDec Wealth Services
California
$97K +$116K +15,000 New
KIG
237
Kessler Investment Group
Indiana
$95K -$4.65K -600 -4%
JG
238
Jain Global
New York
$95K +$114K +14,678 New
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$93.9K +$11.7K +1,509 +12%
MCC
240
Money Concepts Capital
Florida
$91.9K +$110K +14,198 New
CIBC World Market
241
CIBC World Market
Ontario, Canada
$91.1K -$117K -15,124 -52%
DADC
242
D.A. Davidson & Co
Montana
$91.1K +$25.3K +3,268 +30%
FFA
243
Farther Finance Advisors
California
$89.6K +$36.6K +4,727 +52%
EF
244
Empowered Funds
Pennsylvania
$86.7K -$3.87K -500 -4%
WPA
245
Wealth Preservation Advisors
Tennessee
$86.4K – – –
LCM
246
LCM Capital Management
Illinois
$83.9K +$100K +12,975 New
AGM
247
Alpine Global Management
New York
$83.2K +$99.6K +12,862 New
AWAP
248
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$82.5K – – –
SWASL
249
Spartan Wealth Advisory Services LLC
Michigan
$82.2K +$15.5K +2,000 +19%
MWM
250
Mission Wealth Management
California
$81.2K -$5.09K -658 -5%