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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
276
Vanguard Personalized Indexing Management
California
$292K +$256K +1,185 New
LAM
277
Lewis Asset Management
California
$292K +$255K +1,184 New
CANY
278
Caxton Associates (New York)
New York
$290K +$254K +1,176 New
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$284K +$248K +1,151 New
HighTower Advisors
280
HighTower Advisors
Illinois
$281K +$243K +1,126 New
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$273K -$60K -278 -20%
FFA
282
First Foundation Advisors
California
$271K +$237K +1,098 New
HSBC Holdings
283
HSBC Holdings
United Kingdom
$259K -$762K -3,533 -77%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$256K +$223K +1,036 New
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$249K -$20.9K -97 -9%
CWM
286
Congress Wealth Management
Massachusetts
$247K +$216K +1,000 New
NA
287
Navellier & Associates
Nevada
$247K +$216K +1,000 New
PWLP
288
Prio Wealth Limited Partnership
Massachusetts
$247K +$216K +1,000 New
RMDI
289
R.M. Davis Inc
Maine
$247K +$216K +1,000 New
SW
290
SteelPeak Wealth
California
$247K +$216K +1,000 New
SPS
291
Susquehanna Portfolio Strategies
Pennsylvania
$247K +$216K +1,000 New
BAM
292
Belpointe Asset Management
Nevada
$246K +$215K +995 New
FCA
293
Fortis Capital Advisors
Kansas
$246K +$215K +995 New
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$235K +$208K +964 New
KIA
295
KCM Investment Advisors
California
$234K +$204K +948 New
HI
296
Handelsinvest Investeringsforvaltning
Denmark
$225K -$102K -473 -34%
KIC
297
Kensington Investment Counsel
California
$222K +$194K +900 New
PTC
298
Petrus Trust Company
Texas
$221K -$330K -1,528 -63%
CAM
299
Cresset Asset Management
Illinois
$220K +$193K +893 New
Simplex Trading
300
Simplex Trading
Illinois
$220K +$5.17K +24 +3%