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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
351
Blue Trust Inc
Georgia
$15.5K +$14.7K +63 New
PS
352
Principal Securities
Iowa
$14.7K +$932 +4 +7%
MIFH
353
Migdal Insurance & Financial Holdings
Israel
$14K -$6.06K -26 -31%
OWA
354
Opal Wealth Advisors
New York
$12.2K +$11.6K +50 New
RA
355
Rise Advisors
New York
$11.7K
PPC
356
Park Place Capital
Alabama
$10K
BIA
357
Bell Investment Advisors
California
$9.29K +$1.86K +8 +27%
MA
358
MCF Advisors
Kentucky
$9.05K +$1.17K +5 +16%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$9K -$466 -2 -5%
IHWM
360
Iron Horse Wealth Management
Iowa
$8.8K
MG
361
Mather Group
Illinois
$7.65K -$7.46K -32 -51%
ADL
362
Asset Dedication LLC
California
$6.12K +$5.83K +25 New
CA
363
Clearstead Advisors
Ohio
$6.12K +$5.83K +25 New
SAM
364
Smartleaf Asset Management
Massachusetts
$5.97K +$5.59K +24 New
PWMG
365
Private Wealth Management Group
New Jersey
$5.87K +$3.26K +14 +140%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$5.87K +$4.43K +19 +380%
SIC
367
Salem Investment Counselors
North Carolina
$5.14K +$4.89K +21 New
AWM
368
Avior Wealth Management
Nebraska
$4.89K -$932 -4 -17%
RS
369
Rakuten Securities
Japan
$4.89K +$4.66K +20 New
RWMG
370
Redwood Wealth Management Group
New Jersey
$4.89K +$4.66K +20 New
EWA
371
EverSource Wealth Advisors
Alabama
$3.99K +$3.03K +13 +260%
CFB
372
Cullen/Frost Bankers
Texas
$3.91K +$3.73K +16 New
FNWA
373
Financial Network Wealth Advisors
Utah
$3.91K +$3.73K +16 New
BWL
374
Bogart Wealth LLC
Virginia
$3.67K
HCM
375
Hollencrest Capital Management
California
$3.67K