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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
426
Brevan Howard Capital Management
Jersey
– -$490K -1,776 Closed
Capstone Investment Advisors
427
Capstone Investment Advisors
New York
– -$404K -1,466 Closed
BMCM
428
Burns Matteson Capital Management
New York
– -$402K -1,457 Closed
Allspring Global Investments
429
Allspring Global Investments
North Carolina
– -$351K -1,367 Closed
AWAU
430
Alliance Wealth Advisors (Utah)
Utah
– -$357K -1,294 Closed
SC
431
SummitTX Capital
Texas
– -$351K -1,275 Closed
Pathstone Holdings
432
Pathstone Holdings
New Jersey
– -$333K -1,207 Closed
FRM
433
Fox Run Management
Connecticut
– -$326K -1,184 Closed
EGM
434
Engineers Gate Manager
New York
– -$322K -1,167 Closed
FGP
435
Freestone Grove Partners
California
– -$311K -1,130 Closed
JG
436
Jain Global
New York
– -$284K -1,030 Closed
BTWM
437
Baker Tilly Wealth Management
Wisconsin
– -$262K -951 Closed
SP
438
Saranac Partners
– -$254K -920 Closed
BFA
439
Brendel Financial Advisors
New Hampshire
– -$241K -873 Closed
BAM
440
Belpointe Asset Management
Nevada
– -$232K -840 Closed
SCM
441
Shelton Capital Management
Colorado
– -$227K -824 Closed
BWCS
442
Beirne Wealth Consulting Services
Connecticut
– -$219K -794 Closed
NFSG
443
Newbridge Financial Services Group
Florida
– -$217K -786 Closed
Corient Private Wealth
444
Corient Private Wealth
Florida
– -$214K -775 Closed
MBTD
445
Mechanics Bank - Trust Department
California
– -$210K -761 Closed
PWAM
446
Papamarkou Wellner Asset Management
New York
– -$210K -760 Closed
Polen Capital Management
447
Polen Capital Management
Florida
– -$208K -753 Closed
OIA
448
OneDigital Investment Advisors
Kansas
– -$205K -742 Closed
DJSG
449
D.J. St. Germain
Massachusetts
– -$162K -588 Closed
PS
450
Principal Securities
Iowa
– -$145K -527 Closed