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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
276
Lewis Asset Management
California
$276K -$48.9K -209 -16%
C
277
Covestor
United Kingdom
$276K +$74.7K +319 +40%
FFA
278
First Foundation Advisors
California
$271K
BC
279
Bayforest Capital
United Kingdom
$267K +$253K +1,081 New
Stifel Financial
280
Stifel Financial
Missouri
$263K -$184K -787 -42%
AI
281
Atria Investments
North Carolina
$261K +$31.4K +134 +15%
CPIG
282
Chicago Partners Investment Group
Illinois
$257K +$237K +1,012 New
CPA
283
Capital Performance Advisors
California
$256K +$87.8K +375 +57%
AI
284
Atom Investors
Texas
$256K +$243K +1,036 New
PCM
285
Polymer Capital Management
New York
$253K +$240K +1,026 New
KBC Group
286
KBC Group
Belgium
$252K +$94.8K +405 +66%
SW
287
SteelPeak Wealth
California
$248K
SWA
288
Sax Wealth Advisors
New Jersey
$247K -$46.1K -197 -16%
NA
289
Navellier & Associates
Nevada
$247K
RMDI
290
R.M. Davis Inc
Maine
$247K
PAG
291
Poinciana Advisors Group
Florida
$245K +$233K +995 New
MML Investors Services
292
MML Investors Services
Massachusetts
$241K +$13.8K +59 +6%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$235K +$223K +953 New
AFA
294
Arlington Financial Advisors
California
$235K
FPAS
295
Focus Partners Advisor Solutions
Missouri
$227K +$216K +921 New
CWM
296
Congress Wealth Management
Massachusetts
$226K +$214K +916 New
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$225K -$15.9K -68 -7%
WorldQuant Millennium Advisors
298
WorldQuant Millennium Advisors
New York
$222K -$468 -2 -0.2%
KIC
299
Kensington Investment Counsel
California
$222K
AIM
300
Aigen Investment Management
New York
$221K -$149K -637 -42%