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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
301
Corient Private Wealth
Florida
$214K +$209K +775 New
MBTD
302
Mechanics Bank - Trust Department
California
$210K +$206K +761 New
PWAM
303
Papamarkou Wellner Asset Management
New York
$210K +$205K +760 New
Polen Capital Management
304
Polen Capital Management
Florida
$208K +$203K +753 New
XT
305
XTX Topco
Cayman Islands
$207K -$1.46M -5,392 -88%
OIA
306
OneDigital Investment Advisors
Kansas
$205K +$200K +742 New
VEA
307
Virtus ETF Advisers
New York
$204K +$200K +740 New
Osaic Holdings
308
Osaic Holdings
Arizona
$175K +$21.6K +80 +14%
IA
309
IFP Advisors
Florida
$173K +$42.7K +158 +34%
ETC
310
Exchange Traded Concepts
Oklahoma
$167K +$28.9K +107 +21%
DJSG
311
D.J. St. Germain
Massachusetts
$162K -$37.5K -139 -19%
SAM
312
Smartleaf Asset Management
Massachusetts
$160K -$11.1K -41 -7%
KBC Group
313
KBC Group
Belgium
$160K
VI
314
Vestcor Inc
New Brunswick, Canada
$152K +$149K +553 New
PS
315
Principal Securities
Iowa
$145K +$36.7K +136 +35%
SO
316
STRS Ohio
Ohio
$145K +$270 +1 +0.2%
BTI
317
Blue Trust Inc
Georgia
$133K +$61K +226 +88%
GI
318
GAMMA Investing
California
$131K +$39.2K +145 +44%
HIA
319
Harbor Investment Advisory
Maryland
$129K
Jones Financial Companies
320
Jones Financial Companies
Missouri
$126K +$15.7K +58 +15%
AAM
321
Advisors Asset Management
Colorado
$123K +$6.75K +25 +6%
Simplex Trading
322
Simplex Trading
Illinois
$119K +$117K +434 New
RFA
323
Reyes Financial Architecture
California
$107K -$8.1K -30 -7%
SPIA
324
Steward Partners Investment Advisory
New York
$96.2K +$70K +259 +288%
HNB
325
Huntington National Bank
Ohio
$93.2K +$37.3K +138 +69%