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Treace Medical Concepts

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
TrustWell Financial Advisors
Florida
$46.7K – – –
NWA
77
Navis Wealth Advisors
New York
$43.6K +$30.1K +10,956 New
William Blair & Company
78
William Blair & Company
Illinois
$43.2K +$1K +364 +3%
NC
79
nVerses Capital
Florida
$42.6K +$29.4K +10,696 New
LPL Financial
80
LPL Financial
California
$41.9K – – –
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$40.4K -$130K -47,340 -82%
JP Morgan Chase
82
JP Morgan Chase
New York
$39.7K -$36.1K -13,142 -59%
TRCT
83
Tower Research Capital (TRC)
New York
$38.9K -$18.3K -6,670 -41%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$33.3K – – –
TCOT
85
Trust Company of Toledo
Ohio
$33.1K +$9.63K +3,505 +73%
FFA
86
Farther Finance Advisors
California
$33K +$476 +173 +2%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$27.4K -$5.91K -2,151 -24%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$13K – – –
AF
89
Allworth Financial
California
$11.1K +$4.88K +1,774 +176%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$10K +$3.41K +1,240 +91%
Osaic Holdings
91
Osaic Holdings
Arizona
$8.49K – – –
EWA
92
EverSource Wealth Advisors
Alabama
$7.31K +$3.03K +1,101 +150%
NFSG
93
Newbridge Financial Services Group
Florida
$5.38K – – –
MIM
94
MTM Investment Management
South Carolina
$5.29K – – –
IA
95
IFP Advisors
Florida
$4.35K +$250 +91 +9%
PWA
96
Physician Wealth Advisors
Utah
$4.29K +$709 +258 +31%
HI
97
Hoey Investments
Pennsylvania
$3.98K – – –
EP
98
Essential Partners
California
$3.7K +$1.97K +718 +340%
TWD
99
True Wealth Design
Ohio
$2.5K +$1.11K +404 +181%
FFO
100
Fortitude Family Office
Arizona
$2.07K +$492 +179 +52%