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American Financial Group
AFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
301
Glenmede Trust
Pennsylvania
$278K +$20.2K +179 +8%
PAS
302
Point72 Asia (Singapore)
Singapore
$266K +$252K +2,239 New
WDG
303
Wealth Dimensions Group
Ohio
$265K – – –
TI
304
Tidal Investments
Wisconsin
$264K +$12.5K +111 +5%
OTL
305
Oak Thistle LLC
New York
$263K -$308K -2,736 -55%
FM
306
Foster & Motley
Ohio
$248K -$26.3K -233 -10%
FTDI
307
First Trust Direct Indexing
Massachusetts
$243K +$231K +2,046 New
QCM
308
Quantinno Capital Management
New York
$243K +$230K +2,041 New
CWM
309
CIBC World Markets
New York
$239K +$227K +2,010 New
DT
310
Diversified Trust
Tennessee
$238K +$1.47K +13 +0.7%
BIA
311
Beacon Investment Advisors
Maryland
$238K – – –
AIC
312
Archer Investment Corporation
Indiana
$236K – – –
VF
313
Vest Financial
Virginia
$234K +$222K +1,968 New
OC
314
Oppenheimer & Co
New York
$234K +$3.15K +28 +1%
FRM
315
Fox Run Management
Connecticut
$229K +$217K +1,929 New
CSWM
316
Cassady Schiller Wealth Management
Ohio
$227K – – –
ECM
317
EMC Capital Management
Texas
$223K – – –
TI
318
Truepoint Inc
Ohio
$219K -$29.5K -262 -12%
PA
319
Profund Advisors
Maryland
$215K +$204K +1,812 New
ACI
320
Alpha Cubed Investments
California
$212K +$201K +1,782 New
GVAG
321
Great Valley Advisor Group
Delaware
$212K +$200K +1,779 New
BC
322
Bartlett & Co
Ohio
$211K -$4.06K -36 -2%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$211K -$4.06K -36 -2%
IAA
324
Independent Advisor Alliance
North Carolina
$210K -$3.15K -28 -2%
1WM
325
1900 Wealth Management
Texas
$207K +$196K +1,738 New
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