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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$367K -$79.7K -295 -18%
QT
252
Quantbot Technologies
New York
$359K +$351K +1,301 New
FBT
253
First Bank & Trust
South Dakota
$358K -$1.89K -7 -0.5%
AWAU
254
Alliance Wealth Advisors (Utah)
Utah
$357K -$89.4K -331 -20%
SC
255
SummitTX Capital
Texas
$351K +$344K +1,275 New
Allspring Global Investments
256
Allspring Global Investments
North Carolina
$351K -$3.51K -13 -0.9%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$348K +$15.7K +58 +5%
PAS
258
Park Avenue Securities
New York
$348K +$3.51K +13 +1%
BF
259
BOK Financial
Oklahoma
$346K -$39.2K -145 -10%
TRCT
260
Tower Research Capital (TRC)
New York
$340K +$174K +646 +110%
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$333K +$326K +1,207 New
CA
262
Cullinan Associates
Kentucky
$331K
SOW
263
State of Wyoming
Wyoming
$330K +$22.1K +82 +7%
FRM
264
Fox Run Management
Connecticut
$326K +$320K +1,184 New
EGM
265
Engineers Gate Manager
New York
$322K -$31.6K -117 -9%
URS
266
Utah Retirement Systems
Utah
$320K
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$319K +$121K +447 +63%
FGP
268
Freestone Grove Partners
California
$311K
ST
269
Somerset Trust
Pennsylvania
$307K +$2.7K +10 +0.9%
LAM
270
Lewis Asset Management
California
$307K +$2.16K +8 +0.7%
SA
271
Strategic Advocates
Utah
$307K +$6.48K +24 +2%
MA
272
Mutual Advisors
Nebraska
$304K
FFA
273
First Foundation Advisors
California
$303K
II
274
Inspire Investing
Idaho
$300K -$40K -148 -12%
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$292K