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SoundHound AI
SOUN

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
376
Ares Financial Consulting
California
$7.48K +$10.8K +750 New
EWA
377
EverSource Wealth Advisors
Alabama
$7.25K -$5.01K -348 -32%
CIAM
378
Caitong International Asset Management
Hong Kong
$7.13K -$112K -7,798 -92%
GA
379
GoalVest Advisory
New York
$7.08K – – –
RFP
380
Root Financial Partners
California
$7K +$4.35K +302 +76%
BWA
381
Basecamp Wealth Advisors
Washington
$6.57K +$9.48K +659 New
CSC
382
Caldwell Sutter Capital
California
$6.53K – – –
CAIM
383
Catherine Avery Investment Management
Florida
$6.27K – – –
AF
384
Advisornet Financial
Minnesota
$5.89K +$4.91K +341 +136%
SAM
385
Smartleaf Asset Management
Massachusetts
$5.71K +$5.32K +370 +186%
OC
386
Optima Capital
Oregon
$5.48K +$7.92K +550 New
RIL
387
Rothschild Investment LLC
Illinois
$5.33K -$691 -48 -8%
EB
388
Eastern Bank
Massachusetts
$5.05K +$7.3K +507 New
AA
389
Ancora Advisors
Ohio
$4.99K – – –
VR
390
Vision Retirement
New Jersey
$4.99K +$7.2K +500 New
AP
391
Aspect Partners
Virginia
$4.39K +$863 +60 +16%
VCM
392
Versant Capital Management
Arizona
$4.21K – – –
TCM
393
TD Capital Management
Tennessee
$4.02K – – –
ICM
394
Islay Capital Management
Texas
$3.99K – – –
CWM
395
Cranbrook Wealth Management
Michigan
$3.99K +$5.76K +400 New
QWM
396
Quaker Wealth Management
New Jersey
$3.52K – – –
CWM
397
Cedar Wealth Management
California
$3.49K +$720 +50 +17%
ADL
398
Asset Dedication LLC
California
$3.49K +$2.16K +150 +75%
GWP
399
Gen-Wealth Partners
Michigan
$3.4K +$2.03K +141 +71%
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$3.35K – – –
14 15
16
17 18