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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$29K
US Bancorp
127
US Bancorp
Minnesota
$29K +$21.9K +217 +207%
CIA
128
Cascade Investment Advisors
Oregon
$26.7K
UBS Group
129
UBS Group
Switzerland
$25K -$183K -1,811 -87%
TCWM
130
Total Clarity Wealth Management
Illinois
$20K +$22.2K +220 New
Baillie Gifford & Co
131
Baillie Gifford & Co
United Kingdom
$19K
Walleye Trading
132
Walleye Trading
New York
$19K +$20.8K +206 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$17K -$15.5K -154 -45%
S
134
SignatureFD
Georgia
$14K +$10.4K +103 +206%
HL
135
Harding Loevner
New Jersey
$13K
SPIA
136
Steward Partners Investment Advisory
New York
$12K -$8.97K -89 -40%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$12K -$1.41K -14 -9%
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$10K +$4.64K +46 +71%
AF
139
Allworth Financial
California
$8K -$1.71K -17 -16%
TFP
140
Tilia Fiduciary Partners
North Carolina
$5K
WT
141
Whittier Trust
California
$5K
TWA
142
TCI Wealth Advisors
Arizona
$4K +$4.34K +43 New
BIA
143
Bell Investment Advisors
California
$4K +$4.74K +47 New
MHR
144
Matthew Hamilton Rosenberg
$3K
PA
145
Parallel Advisors
California
$2K -$1.11K -11 -31%
FF
146
FourThought Financial
Florida
$2K -$1.01K -10 -28%
MCM
147
Manchester Capital Management
Vermont
$2K -$807 -8 -26%
ME
148
McIlrath & Eck
Washington
$2K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.52K -25 -69%
FHA
150
First Horizon Advisors
Tennessee
$1K