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SoundHound AI

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$175K +$153K +16,264 New
DADC
227
D.A. Davidson & Co
Montana
$172K -$43.8K -4,651 -22%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$172K -$51K -5,416 -25%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$168K
V
230
ViaWealth
Kansas
$166K -$15.5K -1,650 -10%
SCM
231
Stonehearth Capital Management
Massachusetts
$164K
JWCA
232
J.W. Cole Advisors
Florida
$164K +$144K +15,248 New
KIG
233
Kessler Investment Group
Indiana
$163K
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$162K +$29.6K +3,144 +26%
CIA
235
Concurrent Investment Advisors
Florida
$161K -$2.18K -231 -2%
JFG
236
Jefferies Financial Group
New York
$161K
KA
237
Kovack Advisors
Florida
$158K +$139K +14,756 New
ECM
238
ExodusPoint Capital Management
New York
$158K +$139K +14,750 New
BRWA
239
B. Riley Wealth Advisors
Florida
$157K +$138K +14,653 New
HIA
240
Harbor Investment Advisory
Maryland
$156K +$65.5K +6,950 +92%
Allspring Global Investments
241
Allspring Global Investments
North Carolina
$152K +$137K +14,541 New
EWA
242
EP Wealth Advisors
California
$151K +$6.65K +706 +5%
KWA
243
Kingswood Wealth Advisors
California
$151K +$21.7K +2,300 +20%
COI
244
Connable Office Inc
Michigan
$150K
QCM
245
Quantinno Capital Management
New York
$146K +$21.2K +2,254 +20%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$144K -$221K -23,426 -64%
EWM
247
Evercore Wealth Management
New York
$142K
CAM
248
Cresset Asset Management
Illinois
$138K -$8.05K -855 -6%
AWAP
249
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$137K +$3.37K +358 +3%
ZIM
250
Zacks Investment Management
Illinois
$134K +$118K +12,501 New