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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
376
Signature Equity Partners
Ohio
$1.63K +$1.66K +7 New
CA
377
CoreCap Advisors
Michigan
$1.4K -$6.89K -29 -83%
PTC
378
Private Trust Company
Ohio
$1.4K
AIS
379
Advocate Investing Services
Maryland
$1.16K +$1.19K +5 New
Toronto Dominion Bank
380
Toronto Dominion Bank
Ontario, Canada
$1.15K +$1.19K +5 New
SWM
381
Spire Wealth Management
Virginia
$1.01K
AWM
382
Abound Wealth Management
Tennessee
$931
TWD
383
True Wealth Design
Ohio
$931 +$238 +1 +33%
SS
384
Sunbelt Securities
Texas
$931 +$951 +4 New
SC
385
SouthState Corp
Florida
$698
CFM
386
Cornerstone Financial Management
Massachusetts
$698 +$713 +3 New
PWA
387
Physician Wealth Advisors
Utah
$466
LFG
388
Larson Financial Group
Missouri
$465 -$1.19K -5 -71%
WA
389
WPG Advisers
Maryland
$465
RS
390
Rakuten Securities
Japan
$465 +$238 +1 +100%
AWM
391
Activest Wealth Management
Florida
$465 +$475 +2 New
OC
392
Optima Capital
Oregon
$465 +$475 +2 New
RF
393
Rossby Financial
Florida
$465 +$475 +2 New
AF
394
Advisornet Financial
Minnesota
$233
CH
395
Cromwell Holdings
Wyoming
$233
HIA
396
HFM Investment Advisors
New Jersey
$233
MCM
397
Manchester Capital Management
Vermont
$233
RWM
398
Rialto Wealth Management
New York
$233
SIC
399
SJS Investment Consulting
Ohio
$233
SWM
400
SHP Wealth Management
Massachusetts
$233 +$238 +1 New