Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
801
Highland Private Wealth Management
Washington
$373K -$45.3K -187 -11%
TIA
802
Tiemann Investment Advisors
California
$371K +$7.28K +30 +2%
SCM
803
Schnieders Capital Management
California
$370K +$60.6K +250 +19%
RCA
804
Resonant Capital Advisors
Wisconsin
$369K -$605K -2,494 -62%
MG
805
Mather Group
Illinois
$369K +$107K +440 +40%
BL
806
Balentine LLC
Georgia
$368K +$328K +1,353 +708%
LPT
807
Legacy Private Trust
Wisconsin
$364K +$371K +1,530 New
OBGC
808
O'Brien Greene & Co
Pennsylvania
$363K -$6.06K -25 -2%
TI
809
Trexquant Investment
Connecticut
$363K +$370K +1,526 New
HWMG
810
Hurlow Wealth Management Group
Indiana
$362K – – –
Vanguard Personalized Indexing Management
811
Vanguard Personalized Indexing Management
California
$360K +$366K +1,511 New
ATIA
812
American Trust Investment Advisors
New Hampshire
$359K – – –
CCM
813
Coldstream Capital Management
Washington
$358K +$6.55K +27 +2%
AP
814
Atwood & Palmer
Missouri
$357K – – –
BHA
815
Beech Hill Advisors
New York
$357K – – –
CIC
816
Carnegie Investment Counsel
Ohio
$357K – – –
AWM
817
AllSquare Wealth Management
New York
$356K – – –
1WA
818
180 Wealth Advisors
Washington
$355K -$2.42K -10 -0.7%
LCS
819
Levin Capital Strategies
New York
$355K +$362K +1,491 New
TCM
820
Tuttle Capital Management
Connecticut
$354K +$360K +1,486 New
V
821
VeraBank
Texas
$351K – – –
AWM
822
Aberdeen Wealth Management
Illinois
$348K -$55.8K -230 -14%
HTC
823
Haverford Trust Company
Pennsylvania
$347K -$60.9K -251 -15%
PS
824
Portfolio Solutions
Michigan
$346K – – –
GFS
825
GYL Financial Synergies
Connecticut
$344K +$11.2K +46 +3%