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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$12.5K +$1.92K +12 +18%
T
327
Tidemark
California
$12.2K – – –
BWL
328
Bogart Wealth LLC
Virginia
$11.7K +$8.78K +55 +306%
ANBT
329
American National Bank & Trust
Texas
$11.1K +$2.23K +14 +25%
BC
330
Bayforest Capital
United Kingdom
$9.3K -$30.3K -190 -77%
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$9.3K -$160 -1 -2%
Mitsubishi UFJ Asset Management
332
Mitsubishi UFJ Asset Management
Japan
$8.98K – – –
GRP
333
Global Retirement Partners
California
$8.66K +$8.62K +54 New
FCAS
334
First Command Advisory Services
Texas
$6.89K +$4.31K +27 +169%
WWM
335
Wolff Wiese Magana
California
$6.74K -$160 -1 -2%
SAM
336
Smartleaf Asset Management
Massachusetts
$6.04K – – –
EWA
337
EverSource Wealth Advisors
Alabama
$5.93K -$10.2K -64 -63%
EWP
338
Elevation Wealth Partners
California
$4.81K +$4.79K +30 New
SGFG
339
Silver Grove Financial Group
New York
$4.81K -$10.9K -68 -69%
WTC
340
WhitTier Trust Company
Nevada
$4.49K – – –
BIAS
341
Beacon Investment Advisory Services
New Jersey
$4.17K +$4.15K +26 New
ADL
342
Asset Dedication LLC
California
$3.69K – – –
JWM
343
JPL Wealth Management
Colorado
$3.53K – – –
DB
344
Danske Bank
Denmark
$3.21K – – –
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$3.21K – – –
KG
346
Kilter Group
New York
$3.05K +$479 +3 +19%
KFAS
347
Keating Financial Advisory Services
Kansas
$2.89K +$1.76K +11 +157%
SS
348
SBI Securities
Japan
$2.73K -$319 -2 -11%
SIC
349
SJS Investment Consulting
Ohio
$2.57K -$798 -5 -24%
PWA
350
Physician Wealth Advisors
Utah
$2.57K +$1.12K +7 +78%