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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
301
Prio Wealth Limited Partnership
Massachusetts
$245K
RMDI
302
R.M. Davis Inc
Maine
$245K
SW
303
SteelPeak Wealth
California
$245K
HighTower Advisors
304
HighTower Advisors
Illinois
$237K -$35.9K -154 -14%
CAM
305
Cresset Asset Management
Illinois
$234K +$14.4K +62 +7%
AI
306
Atria Investments
North Carolina
$231K +$220K +944 New
GCS
307
Gordian Capital (Singapore)
Singapore
$228K +$252K +1,082 New
VA
308
Vident Advisory
Georgia
$227K +$18.6K +80 +9%
NA
309
NewEdge Advisors
Louisiana
$221K +$210K +903 New
KIC
310
Kensington Investment Counsel
California
$220K
ATPW
311
Ashton Thomas Private Wealth
Arizona
$213K +$5.83K +25 +3%
RA
312
RiverPark Advisors
New York
$212K +$46.4K +199 +30%
SCM
313
Shelton Capital Management
Colorado
$209K +$199K +853 New
LTAS
314
Linden Thomas Advisory Services
North Carolina
$206K +$196K +841 New
AWM
315
Axxcess Wealth Management
California
$205K
QCG
316
Quadrant Capital Group
Ohio
$196K +$233 +1 +0.1%
Twin Tree Management
317
Twin Tree Management
Texas
$175K -$5.36M -23,002 -97%
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$169K +$1.4K +6 +0.9%
NEI
319
Northwest & Ethical Investments
Ontario, Canada
$153K
CFM
320
Catalyst Funds Management
Australia
$147K +$140K +600 New
PA
321
Parallel Advisors
California
$145K +$3.5K +15 +3%
KBC Group
322
KBC Group
Belgium
$124K
C
323
Covestor
United Kingdom
$120K -$13.5K -58 -11%
HIA
324
Harbor Investment Advisory
Maryland
$114K
HFM
325
Harvest Fund Management
China
$99K +$25.2K +108 +36%