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GeneDx Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
201
SignatureFD
Georgia
$6.12K +$607 +7 +11%
Clearstead Advisors
202
Clearstead Advisors
Ohio
$5.76K +$2.95K +34 +110%
VWWMG
203
Vermillion & White Wealth Management Group
Pennsylvania
$4.61K +$4.51K +52 New
SBI Securities
204
SBI Securities
Japan
$4.16K +$2.78K +32 +213%
CoreCap Advisors
205
CoreCap Advisors
Michigan
$3.81K +$3.73K +43 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$3.52K – – –
LC
207
Lindbrook Capital
California
$3.45K +$2K +23 +144%
IFP Advisors
208
IFP Advisors
Florida
$3.19K +$2.86K +33 +1,100%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$2.58K +$2.43K +28 New
Harbour Investments
210
Harbour Investments
Wisconsin
$2.48K +$2.43K +28 New
WTA
211
Washington Trust Advisors
Massachusetts
$2.3K +$2.26K +26 New
RIL
212
Rothschild Investment LLC
Illinois
$2.21K +$434 +5 +25%
CIAM
213
Caitong International Asset Management
Hong Kong
$1.86K +$1.82K +21 New
Coldstream Capital Management
214
Coldstream Capital Management
Washington
$1.59K +$1.56K +18 New
ACM
215
Aster Capital Management
United Arab Emirates
$1.13K +$694 +8 +267%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$1K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$886 +$868 +10 New
EverSource Wealth Advisors
218
EverSource Wealth Advisors
Alabama
$620 +$607 +7 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$620 +$607 +7 New
Allworth Financial
220
Allworth Financial
California
$507 +$434 +5 New
SC
221
Stephens Consulting
Michigan
$443 +$434 +5 New
OP
222
ORG Partners
Indiana
$422 +$434 +5 New
Mather Group
223
Mather Group
Illinois
$163 +$174 +2 New
MAI Capital Management
224
MAI Capital Management
Ohio
$89 – – –
Emerald Advisers
225
Emerald Advisers
Pennsylvania
– -$7.06M -91,818 Closed