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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
351
Park Square Financial Group
Georgia
$10.9K +$10.3K +44 New
PPC
352
Park Place Capital
Alabama
$10.1K – – –
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$10K – – –
CA
354
Clearstead Advisors
Ohio
$9.13K +$2.81K +12 +48%
IHWM
355
Iron Horse Wealth Management
Iowa
$8.88K – – –
CA
356
CoreCap Advisors
Michigan
$8.39K -$6.79K -29 -46%
BIA
357
Bell Investment Advisors
California
$7.9K -$1.41K -6 -16%
AWM
358
Avior Wealth Management
Nebraska
$7.89K +$2.81K +12 +60%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$234 +1 +3%
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.08K -$3.98K -17 -40%
WSFS
361
Wilmington Savings Fund Society
Delaware
$5.92K – – –
CFB
362
Cullen/Frost Bankers
Texas
$5.92K +$936 +4 +20%
SS
363
SBI Securities
Japan
$4.93K +$4.68K +20 New
IA
364
IFP Advisors
Florida
$4.69K +$4.45K +19 New
PWMG
365
Private Wealth Management Group
New Jersey
$4.44K +$1.87K +8 +80%
BWL
366
Bogart Wealth LLC
Virginia
$3.7K – – –
HCM
367
Hollencrest Capital Management
California
$3.7K – – –
WWM
368
Wolff Wiese Magana
California
$2.96K – – –
MCM
369
Manchester Capital Management
Vermont
$2.47K – – –
ACM
370
Anfield Capital Management
California
$2.22K – – –
CA
371
Continuum Advisory
Idaho
$2.22K – – –
CAL
372
Capital Advisors Ltd
Ohio
$2K – – –
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$1.97K – – –
PTC
374
Private Trust Company
Ohio
$1.48K -$11.2K -48 -89%
WA
375
WPG Advisers
Maryland
$1.48K +$1.41K +6 New