We are live on ! Find out more
APPF icon

AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
SA
326
Strategic Advocates
Utah
$18.1K -$105K -554 -83%
BIA
327
Bell Investment Advisors
California
$17K +$8.53K +45 +71%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$14.4K +76 +262%
EWA
329
EverSource Wealth Advisors
Alabama
$15.9K -$1.9K -10 -9%
SGFG
330
Silver Grove Financial Group
New York
$15.5K +$18.6K +98 New
Los Angeles Capital Management
331
Los Angeles Capital Management
California
$14.7K -$650K -3,430 -97%
AA
332
Addison Advisors
Vermont
$13.9K +$16.7K +88 New
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$13.7K -$27.7K -146 -63%
FHC
334
First Horizon Corporation
Tennessee
$12.6K -$12.9K -68 -46%
T
335
Tidemark
California
$12K
MCM
336
MAI Capital Management
Ohio
$10.6K -$14K -74 -52%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$10.4K +$1.71K +9 +16%
PWPS
338
Pinnacle Wealth Planning Services
Ohio
$9.31K +$568 +3 +5%
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$8.84K
ANBT
340
American National Bank & Trust
Texas
$8.68K +$5.5K +29 +112%
TPCW
341
TD Private Client Wealth
New York
$7.1K -$27.1K -143 -76%
WWM
342
Wolff Wiese Magana
California
$6.79K
LFG
343
Larson Financial Group
Missouri
$6.63K +$7.58K +40 +2,000%
SAM
344
Smartleaf Asset Management
Massachusetts
$6.01K -$3.22K -17 -31%
RFP
345
Root Financial Partners
California
$4.89K -$16.3K -86 -74%
W
346
WealthCollab
Washington
$4.42K +$5.3K +28 New
WTC
347
WhitTier Trust Company
Nevada
$3.99K +$2.46K +13 +108%
ADL
348
Asset Dedication LLC
California
$3.63K
JWM
349
JPL Wealth Management
Colorado
$3.47K +$4.17K +22 New
MAM
350
Marquette Asset Management
Minnesota
$3.31K +$758 +4 +24%