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UPWK

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
226
Bell Investment Advisors
California
$16.7K +$487 +32 +3%
QCG
227
Quadrant Capital Group
Ohio
$16.4K -$3.81K -250 -17%
SW
228
SVB Wealth
Massachusetts
$16.2K +$18.9K +1,239 New
TRCT
229
Tower Research Capital (TRC)
New York
$12.7K -$13.9K -915 -48%
FFA
230
Farther Finance Advisors
California
$12.3K +$6.43K +422 +81%
CIA
231
Cape Investment Advisory
Georgia
$10.4K +$7.62K +500 +167%
VCM
232
Versant Capital Management
Arizona
$10.3K +$1.32K +87 +12%
FHA
233
First Horizon Advisors
Tennessee
$10.2K +$11.9K +781 New
S
234
SignatureFD
Georgia
$9.89K -$6.43K -422 -36%
NC
235
NewSquare Capital
Pennsylvania
$9.2K – – –
PC
236
Promethos Capital
Massachusetts
$7.83K +$9.14K +600 New
AFG
237
Albion Financial Group
Utah
$6.53K – – –
LI
238
LRI Investments
Florida
$6.39K +$7.46K +490 New
CA
239
Clearstead Advisors
Ohio
$5.92K +$6.92K +454 New
MCM
240
MAI Capital Management
Ohio
$4.4K – – –
GI
241
GAMMA Investing
California
$4.07K +$107 +7 +2%
SPIA
242
Steward Partners Investment Advisory
New York
$3.85K – – –
BIG
243
Brooklyn Investment Group
New York
$3.72K +$61 +4 +1%
SSG
244
Summit Securities Group
New York
$3.58K +$4.17K +274 New
CIAM
245
Caitong International Asset Management
Hong Kong
$3.38K -$12.7K -836 -76%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$3.26K – – –
HNB
247
Huntington National Bank
Ohio
$2.61K +$3.05K +200 New
LC
248
Lindbrook Capital
California
$2.43K +$1.58K +104 +127%
RIL
249
Rothschild Investment LLC
Illinois
$2.35K +$762 +50 +38%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$2.15K +$2.51K +165 New
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