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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
1201
Vanguard Personalized Indexing Management
California
$418K +$498K +2,906 New
CPIG
1202
Chicago Partners Investment Group
Illinois
$408K +$97.4K +568 +29%
TFA
1203
Teamwork Financial Advisors
Texas
$408K +$157K +914 +48%
SWM
1204
Segment Wealth Management
Texas
$407K +$55.9K +326 +13%
GDP
1205
Great Diamond Partners
Maine
$407K +$186K +1,086 +62%
RIG
1206
Ramiah Investment Group
Wisconsin
$406K +$484K +2,821 New
B
1207
Bailard
California
$406K +$30.7K +179 +7%
MFG
1208
Magnus Financial Group
New York
$404K -$16.3K -95 -3%
GLA
1209
Great Lakes Advisors
Illinois
$403K +$117K +685 +32%
WWM
1210
WT Wealth Management
Arizona
$401K +$11.8K +69 +3%
OFS
1211
Orrstown Financial Services
Pennsylvania
$400K -$389K -2,268 -45%
WCM
1212
Whitener Capital Management
North Carolina
$399K +$27.4K +160 +6%
BFM
1213
Boston Financial Management
Massachusetts
$399K +$249K +1,452 +110%
Select Equity Group
1214
Select Equity Group
New York
$395K +$31K +181 +7%
TFO
1215
Tarbox Family Office
California
$394K +$12.3K +72 +3%
TP
1216
Tranquility Partners
Tennessee
$392K +$145K +843 +45%
Cohen & Steers
1217
Cohen & Steers
New York
$390K +$403K +2,353 +655%
GT
1218
Glenview Trust
Kentucky
$389K -$23.5K -137 -5%
CCA
1219
Cobblestone Capital Advisors
New York
$387K -$46.3K -270 -9%
ST
1220
Smithfield Trust
Pennsylvania
$386K +$106K +616 +30%
HPWM
1221
Highland Private Wealth Management
Washington
$385K +$4.12K +24 +0.9%
FFC
1222
First Financial Corp
Indiana
$383K -$43.9K -256 -9%
OL
1223
Optas LLC
Texas
$382K +$5.32K +31 +1%
SBSB
1224
Sullivan, Bruyette, Speros & Blaney
Virginia
$378K +$8.57K +50 +2%
ISL
1225
Ingalls & Snyder LLC
New York
$376K -$200K -1,168 -31%