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AppFolio

Name Holding Trade Value Shares
Change
Change in
Stake
HL
151
Harding Loevner
New Jersey
$14K
US Bancorp
152
US Bancorp
Minnesota
$12K -$11.6K -101 -49%
AF
153
Allworth Financial
California
$12K +$12.3K +107 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$7K
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$7K +$115 +1 +2%
WT
156
Whittier Trust
California
$7K +$6.91K +60 New
TFP
157
Tilia Fiduciary Partners
North Carolina
$6K
S
158
SignatureFD
Georgia
$6K +$921 +8 +19%
PA
159
Parallel Advisors
California
$4K -$9.56K -83 -70%
MCM
160
Manchester Capital Management
Vermont
$4K -$115 -1 -3%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.15K +36 New
FF
162
FourThought Financial
Florida
$4K +$4.15K +36 New
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$3.17K
MHR
164
Matthew Hamilton Rosenberg
$3K
ME
165
McIlrath & Eck
Washington
$2K
NFSG
166
Newbridge Financial Services Group
Florida
$2K
FHA
167
First Horizon Advisors
Tennessee
$1K
CAM
168
ClariVest Asset Management
California
$1K +$806 +7 New
GWS
169
Glassman Wealth Services
Virginia
$1K +$806 +7 New
LC
170
Lindbrook Capital
California
$1K +$1.04K +9 New
T
171
TCWP
Ohio
$1K +$1.27K +11 New
Capital World Investors
172
Capital World Investors
California
-$31.8M -262,842 Closed
LPPF
173
Long Path Partners Fund
Connecticut
-$6.34M -52,345 Closed
GT
174
Glenmede Trust
Pennsylvania
-$1.1M -9,121 Closed
VRS
175
Virginia Retirement Systems
Virginia
-$1.09M -9,000 Closed