Allworth Financial LP New Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYAI
Dyadic International Inc

Healthcare
50
New
$0.92 - $1.4 $46 - $70
50 $0
FILL
Ishares Inc Msci Global Energy

ETFs
10
New
$20.55 - $24.96 $206 - $250
10 $0
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
269
New
$0.57 - $1.44 $153 - $387
269 $0
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19
New
$23.32 - $24.45 $443 - $465
19 $0
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
3
New
$8.88 - $11.16 $26.6 - $33.5
3 $0
Ekso Bionics Hldgs Inc
4
New
N/A
4 $0
PXE
Invesco Exchange Traded Fd Tr

ETFs
7
New
$22.69 - $30.2 $159 - $211
7 $0
EML
Eastern CO

Industrials
3
New
$19.12 - $25.65 $57.4 - $76.9
3 $0
Easterly Govt Pptys Inc
1.78K
New
N/A
1.78K $0
XSVM
Invesco S&P Smallcap Value Wit

ETFs
0
New
$44.22 - $52.08 $0 - $0
0 $0
ADGI
Adagio Therapeutics, Inc.

Healthcare
114
New
N/A
114 $0
IRMD
Iradimed Corp

Healthcare
1
New
$48.67 - $60.8 $48.7 - $60.8
1 $0
Jakks Pac Inc
85
New
N/A
85 $0
First Tr Exchng Traded Fd Vi
336
New
N/A
336 $0
FBIZ
First Business Financial Services, Inc.

Financial Services
15
New
$44.4 - $50.92 $666 - $764
15 $0
FRBA
First Bank (Nj) Common Stock

Financial Services
11
New
$12.86 - $15.49 $141 - $170
11 $0
GENC
Gencor Industries Inc

Industrials
24
New
$10.92 - $14.8 $262 - $355
24 $0
Gladstone Capital Corp
1.7K
New
N/A
1.7K $0
GWRS
Global Water Resources, Inc.

Utilities
4
New
$9.77 - $10.8 $39.1 - $43.2
4 $0
FNLC
First Bancorp, Inc

Financial Services
3
New
$22.6 - $25.42 $67.8 - $76.3
3 $0
FLDR
Fidelity Merrimack Str Tr Low

ETFs
0
New
$49.82 - $50.25 $0 - $0
0 $0
FIGB
Fidelity Merrimack Str Tr
0
New
N/A
0 $0
GORO
Gold Resource Corp

Basic Materials
100
New
$0.38 - $0.65 $38 - $65
100 $0
Gorilla Technology Group Inc
800
New
N/A
800 $0
FVCB
Fvc Bankcorp, Inc.

Financial Services
7
New
$9.69 - $11.95 $67.8 - $83.6
7 $0
FNKO
Funko, Inc.

Consumer Cyclical
128
New
$3.51 - $6.86 $449 - $878
128 $0
Fundx Invt Tr
290
New
N/A
290 $0
First Tr Exchng Traded Fd Vi
325
New
N/A
325 $0
First Tr Exchng Traded Fd Vi
589
New
N/A
589 $0
MYFW
First Western Financial Inc

Financial Services
8
New
$17.61 - $22.86 $141 - $183
8 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.62K
New
N/A
1.62K $0
INBK
First Internet Bancorp

Financial Services
21
New
$20.26 - $27.75 $425 - $583
21 $0
FCF
First Commonwealth Financial Corp

Financial Services
12
New
$14.08 - $16.35 $169 - $196
12 $0
Forrester Resh Inc
6
New
N/A
6 $0
Forward Air Corp
509
New
N/A
509 $0
Frontview Reit Inc
57
New
N/A
57 $0
Fs Bancorp Inc
11
New
N/A
11 $0
EAF
Graftech International LTD

Industrials
568
New
$0.56 - $1.3 $318 - $738
568 $0
FDBC
Fidelity D & D Bancorp Inc

Financial Services
4
New
$37.43 - $46.0 $150 - $184
4 $0
Great Elm Cap Corp
1.4K
New
N/A
1.4K $0
Eyenovia Inc
3.5K
New
N/A
3.5K $0
HBT
Hbt Financial, Inc.

Financial Services
9
New
$20.78 - $25.3 $187 - $228
9 $0
EMQQ
Emqq Emerging Markets Internet

ETFs
0
New
$33.1 - $41.67 $0 - $0
0 $0
HELE
Helen Of Troy LTD

Consumer Defensive
34
New
$24.48 - $53.26 $832 - $1.81K
34 $0
Exchange Place Advisors Trus
200
New
N/A
200 $0
HRTX
Heron Therapeutics, Inc.

Healthcare
35
New
$1.72 - $2.42 $60.2 - $84.7
35 $0
EOLS
Evolus, Inc.

Healthcare
88
New
$9.1 - $12.22 $801 - $1.08K
88 $0
HLLY
Holley Inc.

Consumer Cyclical
11
New
$1.77 - $2.57 $19.5 - $28.3
11 $0
EWCZ
European Wax Center, Inc.

Consumer Defensive
167
New
$3.1 - $6.36 $518 - $1.06K
167 $0
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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