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SoundHound AI

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
Sterling Investment Counsel
New York
$108K -$47.2K -6,090 -27%
TPWM
227
Twelve Points Wealth Management
Massachusetts
$104K +$39.2K +5,057 +46%
KFP
228
Kerr Financial Planning
California
$104K -$23.2K -3,000 -16%
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$103K -$1.72K -222 -1%
PI
230
PFG Investments
New York
$102K +$123K +15,841 New
AU
231
AlphaGrep UK
$102K +$122K +15,748 New
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$99.1K -$25.2K -3,249 -18%
STA
233
Summit Trail Advisors
New York
$98.9K +$488 +63 +0.4%
JFG
234
Jefferies Financial Group
New York
$97K
FWS
235
FinDec Wealth Services
California
$97K +$116K +15,000 New
KIG
236
Kessler Investment Group
Indiana
$95K -$4.65K -600 -4%
JG
237
Jain Global
New York
$95K +$114K +14,678 New
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$93.9K +$11.7K +1,509 +12%
MCC
239
Money Concepts Capital
Florida
$91.9K +$110K +14,198 New
CIBC World Market
240
CIBC World Market
Ontario, Canada
$91.1K -$117K -15,124 -52%
DADC
241
D.A. Davidson & Co
Montana
$91.1K +$25.3K +3,268 +30%
FFA
242
Farther Finance Advisors
California
$89.6K +$36.6K +4,727 +52%
EF
243
Empowered Funds
Pennsylvania
$86.7K -$3.87K -500 -4%
WPA
244
Wealth Preservation Advisors
Tennessee
$86.4K
LCM
245
LCM Capital Management
Illinois
$83.9K +$100K +12,975 New
AGM
246
Alpine Global Management
New York
$83.2K +$99.6K +12,862 New
AWAP
247
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$82.5K
SWASL
248
Spartan Wealth Advisory Services LLC
Michigan
$82.2K +$15.5K +2,000 +19%
MWM
249
Mission Wealth Management
California
$81.2K -$5.09K -658 -5%
VT
250
Vise Technologies
New York
$81.1K +$97K +12,529 New