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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Cynosure Group
Utah
$749K +$58K +249 +9%
CIA
227
Capital Impact Advisors
Massachusetts
$738K +$703K +3,017 New
SA
228
SpiderRock Advisors
Delaware
$729K
PCM
229
Prelude Capital Management
New York
$721K +$342K +1,467 +99%
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$703K +$115K +495 +21%
Calamos Advisors
231
Calamos Advisors
Illinois
$697K -$101K -432 -13%
BAM
232
Belpointe Asset Management
Nevada
$694K +$430K +1,844 +185%
FCA
233
Fortis Capital Advisors
Kansas
$694K +$430K +1,844 +185%
CIC
234
Cornercap Investment Counsel
Georgia
$692K +$699 +3 +0.1%
OR
235
Olympiad Research
Connecticut
$684K +$323K +1,385 +98%
Connor, Clark & Lunn Investment Management (CC&L)
236
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$680K +$647K +2,779 New
IAA
237
Independent Advisor Alliance
North Carolina
$661K +$51.3K +220 +9%
Aviva
238
Aviva
United Kingdom
$657K +$626K +2,687 New
TC
239
TownSquare Capital
Utah
$645K -$31K -133 -5%
CFMC
240
Curbstone Financial Management Corp
New Hampshire
$626K
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$619K -$67.6K -290 -10%
BPA
242
Beacon Pointe Advisors
California
$614K +$466 +2 +0.1%
Truist Financial
243
Truist Financial
North Carolina
$603K +$65.2K +280 +13%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$576K -$26.8K -115 -5%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$574K +$305K +1,309 +125%
SOADOR
246
State of Alaska Department of Revenue
Alaska
$562K
GT
247
Glenmede Trust
Pennsylvania
$547K -$20.7K -89 -4%
AIM
248
Aigen Investment Management
New York
$529K -$528K -2,266 -51%
Creative Planning
249
Creative Planning
Kansas
$524K +$202K +867 +68%
Marshall Wace
250
Marshall Wace
United Kingdom
$515K -$19.4M -83,249 -98%