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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Diversify Wealth Management
Utah
$342K +$124K +654 +46%
VOYA Investment Management
252
VOYA Investment Management
Georgia
$339K -$1.33K -7 -0.3%
RCA
253
Resonant Capital Advisors
Wisconsin
$333K +$399K +2,107 New
FGP
254
Freestone Grove Partners
California
$327K +$393K +2,074 New
TVPW
255
Third View Private Wealth
Connecticut
$322K +$45.5K +240 +13%
BPA
256
Beacon Pointe Advisors
California
$317K +$19.7K +104 +5%
YMRC
257
Yorktown Management & Research Company
Virginia
$308K +$369K +1,950 New
CJ
258
Caitlin John
Michigan
$304K -$41.7K -220 -10%
DS
259
DRW Securities
Illinois
$300K +$361K +1,904 New
SAM
260
Securian Asset Management
Minnesota
$283K +$19.9K +105 +6%
FBT
261
First Bank & Trust
South Dakota
$280K +$68.6K +362 +26%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$276K -$67.6K -357 -17%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$261K -$14.8K -78 -4%
CCM
264
Coldstream Capital Management
Washington
$261K +$10.8K +57 +4%
LTAS
265
Linden Thomas Advisory Services
North Carolina
$257K +$22.7K +120 +8%
CWM
266
Chemistry Wealth Management
New York
$253K +$304K +1,604 New
HCM
267
HMS Capital Management
Tennessee
$252K +$19.7K +104 +7%
CGH
268
Crossmark Global Holdings
Texas
$245K +$69.3K +366 +31%
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$244K
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$241K -$141K -742 -33%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$238K -$175K -921 -38%
Corient Private Wealth
272
Corient Private Wealth
Florida
$235K +$283K +1,494 New
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$233K +$8.72K +46 +3%
SLAM
274
Swiss Life Asset Management
$231K +$87.5K +462 +46%
BIG
275
Brooklyn Investment Group
New York
$230K +$276K +1,459 New