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Name Holding Trade Value Shares
Change
Change in
Stake
TI
1451
Truepoint Inc
Ohio
$566K +$74.8K +1,979 +15%
NRS
1452
Neville Rodie & Shaw
New York
$566K
AAB
1453
ABN AMRO Bank
Netherlands
$565K +$562K +14,859 New
FNT
1454
First National Trust
Pennsylvania
$564K -$2.99K -79 -0.5%
SAM
1455
Sompo Asset Management
Japan
$563K +$105K +2,790 +23%
TGAM
1456
TBH Global Asset Management
Tennessee
$557K +$172K +4,550 +45%
EWM
1457
Evermay Wealth Management
Virginia
$557K -$13.7K -363 -2%
MAG
1458
MRA Advisory Group
New Jersey
$555K -$73.4K -1,941 -12%
IP
1459
Intellectus Partners
California
$551K
FCP
1460
Fidelis Capital Partners
Florida
$550K +$162K +4,290 +46%
HVP
1461
Hudson Value Partners
Florida
$550K
GD
1462
Grandfield & Dodd
New York
$550K -$7.56K -200 -1%
IWP
1463
Icon Wealth Partners
Texas
$548K +$547K +14,463 New
SA
1464
Syntax Advisors
New York
$546K +$178K +4,696 +48%
VCG
1465
Vantage Consulting Group
Virginia
$546K +$178K +4,696 +48%
TAIM
1466
TD Ameritrade Investment Management
Nebraska
$546K -$174K -4,591 -24%
LA
1467
Latitude Advisors
Florida
$546K +$53.5K +1,414 +11%
CFG
1468
Cooper Financial Group
California
$546K +$51.5K +1,361 +10%
SG
1469
Stonnington Group
California
$545K +$19.5K +515 +4%
CWM
1470
Centurion Wealth Management
Virginia
$545K +$64.7K +1,710 +14%
FFA
1471
Fragasso Financial Advisors
Pennsylvania
$544K +$2.61K +69 +0.5%
WHC
1472
Wulff, Hansen & Co
California
$541K
HCM
1473
Hillman Capital Management
Maryland
$540K -$25K -662 -4%
RFA
1474
Resurgent Financial Advisors
Georgia
$540K -$68.1K -1,801 -11%
LFA
1475
Laraway Financial Advisors
Minnesota
$538K -$35.9K -950 -6%