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Name Holding Trade Value Shares
Change
Change in
Stake
RP
651
Rowlandmiller & Partners
Georgia
$367K -$128K -820 -26%
CPA
652
Capital Planning Advisors
California
$365K +$3.12K +20 +0.9%
VDI
653
Vaughan David Investments
Illinois
$361K +$16.5K +106 +5%
1IA
654
1834 Investment Advisors
Wisconsin
$360K -$22.4K -144 -6%
CIC
655
Crawford Investment Counsel
Georgia
$360K – – –
APA
656
American Portfolios Advisors
New York
$359K -$64.5K -414 -15%
WA
657
WBH Advisory
Maryland
$356K -$935 -6 -0.3%
CAAS
658
Capital Asset Advisory Services
Michigan
$355K – – –
Two Sigma Advisers
659
Two Sigma Advisers
New York
$355K +$358K +2,300 New
SGCA
660
Steel Grove Capital Advisors
Tennessee
$354K -$55K -353 -13%
BPB
661
Badgley, Phelps & Bell
Washington
$353K -$74K -475 -17%
HWMG
662
Hurlow Wealth Management Group
Indiana
$351K +$372K +2,389 New
NICM
663
Neo Ivy Capital Management
New York
$346K +$350K +2,245 New
BHWM
664
Bar Harbor Wealth Management
New Hampshire
$345K +$4.67K +30 +1%
AAS
665
Avantax Advisory Services
Texas
$344K +$347K +2,225 New
PA
666
Profund Advisors
Maryland
$342K -$114K -731 -25%
BCM
667
BTR Capital Management
California
$339K -$15.7K -101 -4%
CC
668
ClearArc Capital
Ohio
$338K -$177K -1,133 -34%
ESB
669
Essex Savings Bank
Connecticut
$338K +$342K +2,195 New
FRM
670
Fox Run Management
Connecticut
$335K +$338K +2,172 New
PMFA
671
Plante Moran Financial Advisors
Michigan
$334K +$37.2K +239 +12%
RBFC
672
Roman Butler Fullerton & Co
Missouri
$334K +$340K +2,182 New
CCM
673
Carderock Capital Management
Maryland
$331K – – –
RPC
674
Rossmore Private Capital
Connecticut
$331K – – –
MC
675
Moors & Cabot
Massachusetts
$329K -$180K -1,157 -35%