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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
CoreCap Advisors
Michigan
$947
PTC
377
Private Trust Company
Ohio
$947
TWD
378
True Wealth Design
Ohio
$947 +$379 +2 +50%
PWMG
379
Private Wealth Management Group
New Jersey
$632 -$4.17K -22 -85%
AWM
380
Abound Wealth Management
Tennessee
$632
RS
381
Rakuten Securities
Japan
$631 +$379 +2 +100%
CH
382
Cromwell Holdings
Wyoming
$631 +$568 +3 +300%
TFA
383
Transamerica Financial Advisors
Florida
$473 -$9.1K -48 -94%
CFM
384
Cornerstone Financial Management
Massachusetts
$473
BFS
385
Bare Financial Services
Pennsylvania
$473 +$568 +3 New
HFS
386
Hughes Financial Services
Virginia
$473 +$568 +3 New
CPG
387
Cornerstone Planning Group
New Jersey
$346 +$379 +2 New
HI
388
Horizon Investments
North Carolina
$316 -$136K -720 -100%
WA
389
WPG Advisers
Maryland
$316
CCWM
390
Cassaday & Co Wealth Management
Virginia
$316 +$379 +2 New
DF
391
Dunhill Financial
United Kingdom
$241
FFO
392
Fortitude Family Office
Arizona
$158 -$3.41K -18 -95%
JWA
393
JFS Wealth Advisors
Pennsylvania
$158 -$1.52K -8 -89%
MCM
394
Manchester Capital Management
Vermont
$158
MCM
395
MV Capital Management
Maryland
$158 +$189 +1 New
OA
396
Operose Advisors
Wisconsin
$158 +$189 +1 New
PWA
397
Principia Wealth Advisory
Texas
$158 +$189 +1 New
TPWA
398
Twin Peaks Wealth Advisors
California
$158 +$189 +1 New
RF
399
Rossby Financial
Florida
$154 -$189 -1 -50%
HWCM
400
Hudson Way Capital Management
Texas
-$47.2M -202,853 Closed