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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
326
First Horizon Corporation
Tennessee
$34.4K +$1.66K +7 +5%
MCM
327
MAI Capital Management
Ohio
$32.8K +$21.6K +91 +182%
RFP
328
Root Financial Partners
California
$27.2K +$713 +3 +3%
CA
329
Clearstead Advisors
Ohio
$26.5K -$23.3K -98 -46%
EWA
330
EverSource Wealth Advisors
Alabama
$25.8K +$13.3K +56 +102%
DB
331
Danske Bank
Denmark
$23.3K -$8.97M -37,742 -100%
T
332
Tidemark
California
$17.7K
WETS
333
Wealth Enhancement Trust Services
South Dakota
$16.8K +$17.1K +72 New
BIA
334
Bell Investment Advisors
California
$14.7K +$4.99K +21 +50%
GRP
335
Global Retirement Partners
California
$14.4K +$3.09K +13 +27%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$13.3K +$8.79K +37 +185%
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$13K +$13.3K +56 New
SAM
338
Smartleaf Asset Management
Massachusetts
$13K -$122K -512 -90%
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$12.9K
TFA
340
Transamerica Financial Advisors
Florida
$11.9K
PPC
341
Park Place Capital
Alabama
$10.9K -$238 -1 -2%
WWM
342
Wolff Wiese Magana
California
$10K +$238 +1 +2%
HPC
343
HM Payson & Co
Maine
$9.07K +$9.27K +39 New
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$7.68K +$7.61K +32 +3,200%
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$6.75K +$1.66K +7 +32%
BWA
346
Basecamp Wealth Advisors
Washington
$6.51K +$6.65K +28 New
CAM
347
Chesapeake Asset Management
New York
$6.51K +$6.65K +28 New
PWMG
348
Private Wealth Management Group
New Jersey
$6.05K
ANBT
349
American National Bank & Trust
Texas
$6.05K +$6.18K +26 New
AWA
350
Acumen Wealth Advisors
Tennessee
$5.82K +$5.94K +25 New