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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