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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$5K +$937 +5 +22%
QCG
277
Quadrant Capital Group
Ohio
$4.68K +$5.06K +27 New
WPA
278
West Paces Advisors
Georgia
$4.33K +$4.68K +25 New
GI
279
GAMMA Investing
California
$3.07K +$2.62K +14 New
CMBA
280
C.M. Bidwell & Associates
Hawaii
$2.77K +$3K +16 New
BWL
281
Bogart Wealth LLC
Virginia
$2.6K
HCM
282
Hollencrest Capital Management
California
$2.6K
TCWA
283
Turtle Creek Wealth Advisors
Texas
$2.42K +$2.62K +14 New
PWMG
284
Private Wealth Management Group
New Jersey
$1.73K +$1.87K +10 New
MCM
285
Manchester Capital Management
Vermont
$1.56K
AAP
286
Arax Advisory Partners
Colorado
$1.39K -$187 -1 -11%
CAL
287
Capital Advisors Ltd
Ohio
$1K
BTI
288
Blue Trust Inc
Georgia
$1K +$1.5K +8 New
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$866
AWM
290
Abound Wealth Management
Tennessee
$693
IFAM
291
Institutional & Family Asset Management
Colorado
$693
VCM
292
Versant Capital Management
Arizona
$693
GWS
293
Glassman Wealth Services
Virginia
$346
ASN
294
Advisory Services Network
Georgia
$173 +$187 +1 New
ESCM
295
Echo Street Capital Management
New York
-$158M -862,697 Closed
LCG
296
Lisanti Capital Growth
New York
-$4.29M -23,475 Closed
EI
297
EAM Investors
California
-$1.58M -8,644 Closed
CIA
298
Capital Impact Advisors
Massachusetts
-$1.11M -6,099 Closed
XT
299
XTX Topco
Cayman Islands
-$673K -3,685 Closed
FMLI
300
Fukoku Mutual Life Insurance
Japan
-$639K -3,500 Closed