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Name Holding Trade Value Shares
Change
Change in
Stake
H
576
HoyleCohen
California
$420K – – –
WANY
577
Wealthspire Advisors (New York)
New York
$418K -$257K -2,896 -40%
DC
578
Davenport & Co
Virginia
$418K -$1.77K -20 -0.5%
TSS
579
Two Sigma Securities
New York
$418K +$388K +4,372 New
HPC
580
HM Payson & Co
Maine
$415K – – –
JAG
581
Journey Advisory Group
Kentucky
$414K +$16.3K +184 +4%
GHA
582
GW Henssler & Associates
Georgia
$414K +$169K +1,904 +78%
TI
583
Truepoint Inc
Ohio
$409K – – –
BAS
584
Brown Advisory Securities
Maryland
$404K +$10.6K +120 +3%
YWP
585
YorkBridge Wealth Partners
New York
$400K +$6.74K +76 +2%
MSA
586
Marino Stram & Associates
Massachusetts
$400K +$371K +4,188 New
LNC
587
Lincoln National Corp
Pennsylvania
$398K -$39K -440 -10%
SNT
588
Security National Trust
West Virginia
$397K -$12.4K -140 -3%
PMFA
589
Plante Moran Financial Advisors
Michigan
$397K +$14.2K +160 +4%
TCM
590
Twin Capital Management
Pennsylvania
$395K -$963K -10,860 -72%
EF
591
Empirical Finance
Pennsylvania
$392K +$54.2K +612 +18%
SC
592
Scotia Capital
Ontario, Canada
$391K -$113K -1,272 -24%
FT
593
Fiduciary Trust
Massachusetts
$391K +$363K +4,096 New
BIM
594
Baldwin Investment Management
Pennsylvania
$390K – – –
NC
595
NovaPoint Capital
Georgia
$390K – – –
PBO
596
Peoples Bank (Ohio)
Ohio
$387K +$57.8K +652 +19%
CCP
597
Clarkston Capital Partners
Michigan
$384K – – –
RCAG
598
Rehmann Capital Advisory Group
Michigan
$384K +$1.06K +12 +0.3%
PA
599
Parallel Advisors
California
$382K -$7.8K -88 -2%
MIM
600
Miller Investment Management
Pennsylvania
$382K – – –